
Michael Isom
Wealth strategist, life insurance expert, and co-author of "What Would the Rockefellers Do?"; creator of the 20/20 Personal Banking System and owner of Optic Financial.
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Sep 29, 2026
It Cost Him $4.8 Million To Learn This About Wealth | Michael Isom
6:52
7:10

Caleb GuilliamsHOST
I think it will really set the stage to some of the frameworks and strategies and even unpacking how you view life insurance, because the way that you articulate about life insurance might be different than someone that's very analytical looking at it from different numbers and all.

Michael IsomGUEST
Well, I learned the value of a dollar when I started at Cycle Town Yamaha in seventh grade.
6 MINS LATER
I Brought The Biggest Minds In Life Insurance Into One Room
8:53

Michael IsomGUEST
And I became very clear that this second balance sheet we call a human life value balance sheet.
