Dec 30, 2019
We're going to end the year with a special edition. This week, Caleb doesn't have a guest but instead wanted to get deep and personal with you guys. If you're someone that is into new year's resolutions that totally works but our host invites you to think beyond on how do I want your life to look in 2020? For this,...
Dec 23, 2019
Sean Briscombe works in showing business owners, entrepreneurs, and investors how to use the 1041 Trusts & Foundation system to keep their tax dollars, grow their wealth, and give back in a more meaningful way. Stay tuned and enjoy!
Links and Resources from this Episode
Dec 19, 2019
I hope you had an amazing Thanksgiving and hope you have an amazing Christmas with all your beloved ones! For New Year, we will have an end-of-the-year meeting in Denver, it's a three-day meeting reviewing what we have accomplished and what are our goals for 2020. We want to hit all our goals as a company. Also, we...
Dec 16, 2019
Harlan Accola, CRMP, has 13 years of experience with marrying financial planning and the reverse mortgage retirement tool. Harlan has been in the mortgage industry for over 15 years and specializes in all types of loans. His specialty is taking a comprehensive “bird’s eye view” of clients’ financial pictures,...
Dec 12, 2019
On the final episode of the series, Caleb explains the difference between the Thermostat vs. Thermometer, how one sets the temperature, the other reflects it and how you can actually be either one of them. Stay tuned, to find out more!