Episode 140: Infinite Banking: The Distribution Phase of Retirement Planning with Special Guest "The Pilot's Advisor"
Wealth Warehouse
Shownotes Transcript
Becoming Your Own Banker by Nelson Nash:
https://infinitebanking.org/product/becoming-your-own-banker/ref/46/)
Visit our website:
https://www.thewealthwarehousepodcast.com/)
We are joined today again by our guest Ryan Fleming, also known as "the Pilot's Advisor". Ryan is a Financial Advisor and holds a series 7 license, series 66 license, RICP, CRPC, and MBA. He is a 2001 graduate of the US Air Force Academy, a former Fighting Falcon’s wide receiver, and retired Air Force C-17 pilot. He currently flies for FedEx and lives in SC on the lake with his wife Kari and their 2 kids.
Ryan has been a Financial Advisor since 2008 and has worked primarily with commercial airline and cargo pilots helping them manage their portfolio and provide them a "safe landing" in retirement. You can find out more about Ryan and even order his Pilot's Advisor Toolkit from the websites here:
Episode Highlights:
0:00 - Introduction
1:54 - Episode beginning
5:01 - Flexibility, the two phases of retirement
6:08 - Ryan’s accumulation strategy
12:04 - “Typical” group policies
13:16 - Being underinsured
15:49 - Retirement and IBC
19:07 - The stigma with insurance
20:36 - Your “license to spend”
21:54 - Opening policies for kids
26:18 - Having access to capital
31:05 - If you’re a pilot…
31:42 - How you can find Ryan
34:02 - Episode wrap-up
ABOUT YOUR HOSTS:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Visit our website:
https://www.thewealthwarehousepodcast.com/)
Catch up with David and Paul, visit the links below!
Website:
https://infinitebanking.org/agents/Fugere494
https://infinitebanking.org/agents/Befort399
LinkedIn:
https://www.linkedin.com/in/david-a-befort-jr-09663972/
https://www.linkedin.com/in/paul-fugere-762021b0/
Email: