

Are You Ready for a 30-Year Retirement? Plus, Velocity Banking and Shoelace Patents (SB1495)
Mar 27, 2024
Guest Bob Wheeler, CFO of a comedy club, discusses longevity and retirement planning. Topics include Velocity and Infinite banking, shoelace patent anniversary, annuities, and starting money conversations with humor.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9
Introduction
00:00 • 2min
Retirement Longevity and Financial Trivia
01:42 • 3min
Discussion on Small Business Insurance, Capital Gains Exemption, and Betterment Services
04:45 • 3min
Exploring the Financial Feasibility of a 30-Year Retirement and Longevity Goals
07:24 • 2min
Planning for a Long and Fulfilling Retirement
09:23 • 15min
Longevity Planning and Enjoying Wealth in Retirement
24:33 • 8min
Trivia on Shoelace Patent, Navy Federal Credit Union, and Dell Technologies Anniversary Savings
32:18 • 2min
Shoelace Trivia and Velocity Banking
34:40 • 13min
Finding Humor in Financial Advice
47:24 • 14min