Permission to Spend, With Tom Wall

Filed in Podcasts, Previous Episodes on June 4, 2024

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In this insightful episode, we sit down with Tom Wall to discuss how to eliminate fear from your retirement, minimize taxes, and gain the confidence to take control of your finances. Millions of Americans are under-enjoying their retirement because they’re afraid of the “what-ifs” that could derail their best-laid plans. They worry about living too long, market crashes, or the need for expensive ongoing care that their plans cannot support. The fear of running out of money at a critical time is a major concern.

Tom sheds light on how the financial industry often focuses on the allure of accumulating investments without considering how to effectively use them later in life. With a modern twist on a centuries-old strategy, Tom’s insights will help you understand how to begin with the end in mind, setting up your finances to maximize income throughout your lifetime while ensuring your goals are protected.

Tune in to hear Tom’s thoughts on:

  • Where did your passion for life insurance come from?
  • What’s your take on the infinite banking concept?
  • How can people optimize their savings and investments while avoiding excessive taxes?
  • What advice would you give to someone looking to make a major career change?
  • How would you respond to someone that says whole life insurance is a bad investment?
  • Where do you think clients are being underserved in the financial planning world?
  • And much, much more!

Invitation from Guest: 
Get Tom’s FREE Strategies & Insights – Join other high-performing advisors maximizing their opportunities each and every month with proven systems and strategies.
https://www.wholelifemasterminds.com/

Order your copy of Tom’s book, Permission to Spend: Maximize Your Retirement with the Best-Kept Secret in Personal Finance today! 

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About This Guest: ()

om Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual before moving his practice to MassMutual, he subsequently grew his career in prominent home office roles in sales and marketing leadership. In those roles, he developed into a renowned storyteller and product expert at perennial company conferences and firm meetings nation-wide. Tom’s Ph.D. is in retirement income planning, with original research on Whole Life as a Fixed Income Alternative under the advisement of industry thought leaders Wade Pfau, Michael Finke, and Stephen Parrish. His focus on academic integrity and decades of sales experience combine to make him a uniquely credible and inspirational voice in the life insurance space. Tom now coaches and consults with financial advisors, hosts the Whole Life Masterminds study group, and has published his first book titled “Permission to Spend: Maximize Your Retirement with the Best Kept Secret in Personal Finance.” Tom lives in the greater Boston area with his two sons age 12 & 9, and is an avid golfer and traveler.
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