Our Top 5 Esoteric Money Strategies That Work (For the Right Person) SB1903

[upbeat music] OG, I'm sure you're like me when you hear a client that comes in and goes, "Oh, I got this great idea that I saw on TikTok." [laughs] You, you immediately go, "Oh, no.

Oh, no, no, no, no, no."

Well, thankfully, uh, nobody that I know actually takes advice from TikTok, so.

[laughs] OG's weeded them out long ago.

[laughs] Yeah.

Yes.

Except Joe.

Yeah, the TikTok, the TikTok crowd really is not, uh, [laughs] is not our general market.

[laughs] Not, not who you're, who you're going after.

What is interesting, though, even at FinCon, and as we record this, I just got back from this financial creator conference called FinCon, and this woman I was talking to, nice lady, I said, "So what do you do?" She goes, "Oh, I help people learn how to use cash value life insurance instead of a savings account to reach their goals faster." And I immediately went, "Nope."

Click.

[laughs] Just it can work until it doesn't work, and when it doesn't work, you're gonna wonder, "Why the heck did I use life insurance to unravel my entire financial situation?" So we've got five of those you're not gonna hear using cash value life insurance on one that works, uh, in, in my list.

We might hear it in OG's.

Steve, play the awesome British announcer guy.

Number five.

OG, you wanna do these like a snake draft? Maybe you go first, and then I'll go first the next one, and we'll go back and forth?

It's your rodeo, buddy.

Let's do it.

What's your number five?

I didn't really rank these in order.

However, I will say that, uh, the first one that I'm, that's on my list is, uh, cash value life insurance.

[laughs]

[laughs]

I thought that was the one we were gonna match on.

Well, it's funny.

[upbeat music] OG, I'm sure you're like me when you hear a client that comes in and goes, "Oh, I got this great idea that I saw on TikTok." [laughs] You, you immediately go, "Oh, no.

Oh, no, no, no, no, no."

Well, thankfully, uh, nobody that I know actually takes advice from TikTok, so.

[laughs] OG's weeded them out long ago.

[laughs] Yeah.

Yes.

Except Joe.

Yeah, the TikTok, the TikTok crowd really is not, uh, [laughs] is not our general market.

[laughs] Not, not who you're, who you're going after.

What is interesting, though, even at FinCon, and as we record this, I just got back from this financial creator conference called FinCon, and this woman I was talking to, nice lady, I said, "So what do you do?" She goes, "Oh, I help people learn how to use cash value life insurance instead of a savings account to reach their goals faster." And I immediately went, "Nope."

Click.

[laughs] Just it can work until it doesn't work, and when it doesn't work, you're gonna wonder, "Why the heck did I use life insurance to unravel my entire financial situation?" So we've got five of those you're not gonna hear using cash value life insurance on one that works, uh, in, in my list.

We might hear it in OG's.

Steve, play the awesome British announcer guy.

Number five.

OG, you wanna do these like a snake draft? Maybe you go first, and then I'll go first the next one, and we'll go back and forth?

It's your rodeo, buddy.

Let's do it.

What's your number five?

I didn't really rank these in order.

However, I will say that, uh, the first one that I'm, that's on my list is, uh, cash value life insurance.

[laughs]

[laughs]

I thought that was the one we were gonna match on.

Well, it's funny.