Oct 13, 2020
In today’s episode, Anthony and Cameron walk our listeners through a case study that features a couple in their early 60’s that received a $250,000 windfall and were wondering what to do with it. Cameron and Anthony break down this case study into four parts:
(1) Back Story
(2) Policy Design
(3) Case-Specific Considerations
(4) How they plan on using the cash value moving forward
Enjoy this week's episode!!!
Resources:
Schedule your 15-minute call with Anthony or Cameron here: http://bit.ly/iwc15podcast
Be sure to check our on-line course at https://infinitewealthcourse.com/home