We sat down with financial expert Stephen Stepp, the president of Step Ahead Financial Inc. With over 30 years of experience in financial and retirement planning, Stephen shares his insights on the Bank on Yourself strategy and the Infinite Banking Concept.

Discover how these innovative approaches can empower you to take control of your finances, maximize tax savings, and prepare for a secure retirement without unnecessary risks.

Join us as we explore the importance of financial independence and how to break free from consumerism and debt!

Chapters:

(02:42) 30 years of experience doing financial planning and financial coaching.

(03:46) Bank on Yourself is a strategy that puts you in charge of the banking function.

(13:55) The US dollar can buy fewer goods in retirement due to inflation.

(25:51) The smartest thing she can do is find a way to repay that debt quickly.

(34:36) First, pay off debt and then use savings to hedge against inflation.

(41:39) The first thing is to determine your retirement goals.

Sponsored by:

BLU Scholarship: https://www.blu.university/a/2147984849/YbykQKgP

Steven Step bio:

Steven H. Step is President of A Step Ahead Insurance & Financial Services. Steve has helped more than 285 clients grow their wealth without risk or worry, reduce their taxes, and achieve their dreams of financial security. Steve has put his clients on track to build more than $86 million of additional wealth they would not have otherwise through safe, proven financial strategies. His clients consider him their “secret weapon,” helping them build and safeguard their wealth.

One of only 250 financial advisors in the country who have completed the rigorous training program and continuing education required to become a Bank On Yourself™ Authorized Advisor, Steve has consistently ranked as one of the top 25 Bank On Yourself Authorized agents over the past 8 years. He has been in the financial services business for 28 years. He holds an MBA in marketing from the University of Southern California and a BA in Economics from Denison University. Steve’s articles on financial planning have appeared in many publications, including The Daily News and Senior Life.

Steve lives in the San Fernando Valley area of Los Angeles with his wife, Zena, and their daughter, Samantha. When Steve’s not working or at family activities, you may find him traveling, playing golf, or just watching a ball game. Steve is also active in the community, including his synagogue and the American Cancer Society, of which he is a past recipient of the “Outstanding Achievement in Legacies and Planned Giving” Award for his work in helping substantial donors save taxes and earn income by doing good.

To provide his clients the level of service he believes they expect and deserve; Steve only takes on a small number of new clients each year who are committed to achieving lifetime financial security.

Connect with Steven:

https://www.linkedin.com/in/stevenstep

https://www.amazon.ca/Secret-Lifetime-Financial-Security/dp/098951871X

1-800-245-4677