Financial Control Freak
In this second part of a two-part series episodes, Brent and Pastor Phil Wilson discuss what Jesus had to say about money and which are the red letters inside the Bible. Jesus talked a lot about money and in this episode, Phil and Brent explain the misunderstandings of what the Bible says. Highlights A continuation of a conversation with Phil - 0:13 Giving back to God - 3:17 The money that God blesses you with - 4:47 People investing in eternity - 5:16 Being a financial control freak - 10:07 An action of faith - 19:18 What you give to the church - 20:48 Big tax decisions for the next...
info_outline The Letters in Red (part 1)Financial Control Freak
Brent and Pastor Phil Wilson discuss in this part one of a two-part series episodes, what Jesus had to say about money and how it affects your life in the present and the future. They had a life-changing conversation talking about the church and money. Highlights What does Jesus have to say about money? - 2:00 Jesus had a lot to say about money - 3:33 Why is it taboo to talk about money in some churches - 4:27 Giving money to the church - 7:02 Living here and now - 10:12 The Kingdom that Jesus set up - 14:29 What the church is - 14:46 Big things can be done with small churches -...
info_outline The Tax Man Cometh and the Tax Man Goeth (part 2)Financial Control Freak
Brent interviews Tax Master CEO Ed Lyon on tax strategies and in the middle of those, Brent dubs Ed Lyon a Super Freak! Highlights The future tax rates - 2:17 Where he started his business - 2:32 Talking about business owners - 3:27 One of his favorite books - 3:54 Talking with young people - 5:45 Where the money goes - 6:57 Why would you wait to control something? - 11:56 Put money in your pocket right now - 12:20 See how your social security become taxable - 15:56 Green lights vs. red lights - 18:04 Getting ready to retire? - 23:17 Links and Resources from this Episode ...
info_outline The Tax Man Cometh and the Tax Man Goeth (part 1)Financial Control Freak
Brent interviews Tax Master CEO Ed Lyon on tax strategies and in the middle of those, Brent dubs Ed Lyon a Super Freak! Highlights The tax man cometh and the tax man goeth - 2:31 Being a financial control freak - 4:34 Tax planning - 6:05 About a tax reform - 9:56 Reorganizing your business - 11:28 What can we do to make the numbers a little better - 13:13 The power to tax is the power to control - 14:16 What’s the 402 K? - 18:14 Your primary retirement plan - 20:33 Helping your CPA to do a better job - 25:05 Links and Resources from this Episode Connect with Brent Turner...
info_outline The What If ScenarioFinancial Control Freak
Brent talks about the Perfect Storm that is brewing. He discusses how a Super Freak stands to weather the storm better than a pseudo freak or one of the herd. Highlights Kids going back to school - 1:00 Being a money freak - 1:28 Types of freaks - 2:32 Who is the super freak? - 3:27 Figuring out how to manage assets - 7:19 Spending time on rates of returns - 8:25 You have to be prepared - 14:02 What to do if you want to be a super freak - 17:39 Having a window of opportunity - 21:40 Links and Resources from this Episode Connect with Brent Turner
info_outline Play Caller - Calling in the Right Play at the Right TimeFinancial Control Freak
Brent has a conversation with his financial planning coach about challenges facing clients, as well as those who advise them. Highlights A special guest today - 0:54 Helping people communicate - 1:40 The most important things that consumers overlook - 3:56 The Four F’s: Faith, Family, Fitness, and Finance - 5:15 What advisors can learn from Trent - 8:58 What’s the velocity of money? - 10:37 The best plan today - 18:20 The importance of being different - 20:53 What’s a “super freak” in business? - 21:28 A proponent of whole life insurance - 23:58 The death benefit part - 25:19...
info_outline How Big of a Freak Are You?Financial Control Freak
Brent and Scott discuss Pseudo vs. Super Freak and why being a freak is not a bad thing, and how there are different levels of freak. Highlights Different levels of freak - 1:02 Being a default planner - 4:05 Two levels of freak - 4:19 Working from home - 6:36 401K as a savings mechanism - 7:25 What does a super freak do in a crisis? - 12:37 When is the best time to plan to be a super freak? - 18:19 Links and Resources from this Episode Connect with Brent Turner
info_outline Boat Ramp TaxFinancial Control Freak
Brent talks about taxes and brings up the difference between avoidance and evasion. Be sure to stay tuned to learn more about taxes. Highlights Talking about taxes - 0:46 Tax evasion and tax avoidance - 1:42 Want to pay fewer taxes? - 4:10 Where we are today - 7:40 The ability to change tax rates - 10:31 Postponing taxes? - 12:54 Helping clients use the tax code to their advantage - 19:42 Links and Resources from this Episode Connect with Brent Turner
info_outline Emotionally ReadyFinancial Control Freak
Retirement is more than a financial decision; it is emotional as well. Money is emotion, and Brent explains why. Highlights What’s a freak - 0:57 Money is not something that you can see - 2:55 Money is emotion - 3:28 The emotional side - 5:00 The sequence of returns - 6:22 Getting financially prepared - 8:35 A successful retirement - 10:29 Develop a passion plan for your retirement - 12:22 Social security and life insurance - 14:14 Social security as a tool for retirement - 15:16 Why social security is so important - 17:10 Math is not money and money is not math - 20:30 Most people...
info_outline 401 CondoFinancial Control Freak
Brent and Scott talk about how money really works and how to use your money to get enjoyment both now and in the future. Highlights Going on vacation - 1:01 Storing money in a beach house - 1:27 Making a comparison - 3:38 C stands for Condo - 4:10 Taking life too seriously - 5:16 The beach house concept - 6:17 Money is emotional - 7:16 Where’s a good place to store money - 8:49 The emotional side of money - 12:15 401 K compared with a 401 Condo - 19:01 Think on what’s really important to you - 23:27 Store money in the right place - 24:57 Links and Resources from this...
info_outlineRetirement is more than a financial decision; it is emotional as well. Money is emotion, and Brent explains why.
Highlights
- What’s a freak - 0:57
- Money is not something that you can see - 2:55
- Money is emotion - 3:28
- The emotional side - 5:00
- The sequence of returns - 6:22
- Getting financially prepared - 8:35
- A successful retirement - 10:29
- Develop a passion plan for your retirement - 12:22
- Social security and life insurance - 14:14
- Social security as a tool for retirement - 15:16
- Why social security is so important - 17:10
- Math is not money and money is not math - 20:30
- Most people do not have a plan at all - 26:09
Links and Resources from this Episode
- Connect with Brent Turner
- https://brentturner.net/
- [email protected]