Ep. 21 How to be Your Own Banker with Adam Doran
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If you're stockpiling cash, where should you store your money that is tax-free and is not correlated to the market, so there are no market risks? In this episode of Wealth Science Podcast, Adam Doran discuss the concept behind whole life insurance, how he mapped out his resignation from a W-2, and how this approach to banking can help support any investor in real estate.
Outline of the episode:
- Financial advisors/planners don't tell you everything!
- You can strategize your exit from corporate America
- Adam Doran – on alternative assets
- What is the whole life insurance all about?
- You can be your own banker, but how?
About Adam Doran:
Adam specializes in financial strategies that give YOU control by maximizing liquidity, tax-free income, and sustainable wealth. His client process is education-focused and has a unique ability to explain complex strategies in simple terms, so you can make informed financial decisions and feel confident about your future.
Catch up with Adam Doran:
Connect with your host Jesse Futia on:
LinkedIn | Jesse Futia
Facebook | jesse.futia
Twitter | @FutiaJesse
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DISCLAIMER: On this platform, I share my thoughts, opinions, and own journey to financial freedom. I am not a CPA, attorney, or financial advisor. The content on this platform shall not be construed as tax or financial advice. It is your duty to verify all information yourself. I hope you enjoy all the free content as we continue to bring on amazing guests.
48 episodes