Adam welcomes friend and Insurance Agent Dan Brookman to discuss Tik Tok trends claiming to give financial advice. A big one we have seen going around is a Tik Tok video on “how to build generational wealth by purchasing life insurance,” but is it too good to be true? Adam and Dan talk about how accurate a claim like that can be, how it ACTUALLY works, and what strategies to implement. While it isn’t all simple, you can learn the first 3 steps to get this set up and working for your family.

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— Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one of only 2,600+ Chartered Market Technicians (CMT) worldwide, as well as a Certified Financial Technician (CFTe®) thru the International Federation of Technical Analysts (IFTA). He’s been named by Columbus Business First as one of their 20 People to Know in Finance, was a recipient of the Forty Under 40 award, is ranked by Investopedia as one of America’s top 100 Most Influential Advisers, and is the winner of the coveted Better Business Bureau Torch Award for Ethical Enterprising. Adam serves his clients as the president and portfolio manager at Libertas Wealth Management Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm, located in Columbus, Ohio.

******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans)….(read more)

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Building Wealth Like the Rockefellers with Dan Brookman The CASH Podcast with Adam Koos Ep 124

In the latest episode of The CASH Podcast, host Adam Koos sits down with Dan Brookman to discuss building wealth and financial success like the Rockefellers. Brookman, a financial expert and CEO of High Bank Advisors, shares his insights and strategies for achieving financial abundance and security.

The Rockefellers are often regarded as one of the wealthiest families in American history, and their success and wealth-building strategies continue to inspire and intrigue people today. In this episode, Brookman sheds light on how the Rockefellers were able to amass such immense wealth and how individuals can apply similar principles to their own financial journeys.

One key takeaway from the episode is the importance of creating a solid financial plan and sticking to it. Brookman stresses the need for individuals to have a clear vision of their financial goals and to develop a plan that aligns with those objectives. This includes budgeting, saving, investing, and building multiple streams of income to create long-term wealth and security.

Additionally, Brookman emphasizes the value of strategic investing and diversification. He advises listeners to consider a variety of investment opportunities, including stocks, bonds, real estate, and other assets, to maximize potential returns and minimize risk. By carefully selecting and managing investments, individuals can build a robust and resilient financial portfolio that can withstand market fluctuations and economic challenges.

Another critical aspect of building wealth, as discussed in the episode, is the importance of ongoing education and continuous learning. Brookman encourages individuals to stay informed about financial markets, trends, and opportunities, and to seek out professional guidance when needed. By staying proactive and engaged in their financial affairs, individuals can make informed decisions and optimize their wealth-building strategies.

Overall, the episode provides valuable insights and practical advice for those who aspire to achieve financial success and build wealth like the Rockefellers. By implementing the principles and strategies discussed in the episode, individuals can take meaningful steps towards financial abundance and security, and ultimately, create a legacy of prosperity for themselves and future generations. Tune in to The CASH Podcast with Adam Koos Ep 124 to learn more about building wealth and financial success from Dan Brookman’s perspective.