Wealth Without Bay Street
CPA Solutions For A Business Owners Whole Life

CPA Solutions For A Business Owners Whole Life

September 1, 2020

Joining Jayson and Richard today is National Director, Tax and Estate Planning at IDC Worldsource Insurance Network Inc. and fellow Infinite Banker, Frank Abate. As you will hear, Frank is very passionate about helping business owners get free from the Tax Man. Just like Richard and Jayson, Frank has helped many people gain back their confidence and financial abilities with Dividend-Paying Participating Whole Life Insurance Policies. Listen as the guys explain the impact the Infinite Banking Concept has helped change the lives of many business owners and their families. 

IN THIS EPISODE, YOU WILL LEARN:

  • [00:07:25] Why Do CPA’s Often Miss This Strategy?
  • [00:14:00] Why This Works With Business Owners & Their Corporate Plans
  • [00:23:53] Tax Advantages
  • [00:37:45] What Is Frank’s Inspiration?
  • [00:45:56] Who Does Frank Want To Be A Hero Too?

 

 

📌 EPISODE LINKS:

Follow Frank Abate

On LinkedIn: https://www.linkedin.com/in/frank-abate-383722114/

 

Frank’s Message on Youtube - Power of Private Corporations Putting cash into Life policies: https://www.youtube.com/watch?v=69v5abV82iA 

 

Frank Abate, Transferring Ownership of a Life Insurance Policy: https://www.youtube.com/watch?v=cj7iGk6NkaU

 

Frank walking through a Canadian Corporate Policy case: https://www.youtube.com/watch?v=hmmKyioRevM

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://wealthwithoutbaystreet.com/fb

Subscribe to our Youtube Channel: https://wealthwithoutbaystreet.com/yt

Book a 15-minute call: https://wealthwithoutbaystreet.com/15mincall

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/covidqanda

💻  Sign up for the MasterClass TODAY!  https://wealthwithoutbaystreet.com/masterclass

📚 IBC RESOURCES

Becoming Your Own Banker by R. Nelson Nash Book:

https://wealthwithoutbaystreet.com/ownbankerbook

The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://wealthwithoutbaystreet.com/IBCcase

The And Asset by Caleb Guilliams:

https://wealthwithoutbaystreet.com/theandasset

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

15. From Blue Collar to Digital Nomad

15. From Blue Collar to Digital Nomad

June 16, 2020

Transitioning from regular blue-collar jobs to a traveling digital nomad is life-changing.  Often scary at times, but completely worth it. Just ask Andrew Murdoch. After growing tired of living cheque to cheque, Andrew decided to take the leap into the digital world.  

 

Andrew is an experienced Social Media Manager with a demonstrated history and a passion for exponential technologies. Skilled in Operations Management, Advertising, Sales, and Marketing Strategy. Strong human resources professional with a focus to educate and inform.

 

Currently, Andrew resides in Scotland. Where will he be next month? Who knows! That’s the luxury that comes with creating an income in the online space.

 

Tune in to hear Jayson, Richard and Andrew discuss the importance of creating and distributing content consistently.  Touching on what’s going on in the world today regarding COVID-19, the trio shares their aspects as to what they feel will happen going forward and how this pandemic has opened many people’s eyes to exactly how quickly things can change.

IN THIS EPISODE, YOU WILL LEARN:

  • [00:01:53] What Brought WWBS & The Digital Nomad Together?
  • [00:05:16] What’s Keeping Andrew Busy During the Pandemic?
  • [00:10:55] Do People Have Unrealistic Expectations of Social Media Marketing?
  • [00:15:31] How Does Andrew Serve his Clients?
  • [00:27:18] Common Advice that Andrew is Giving

📌 EPISODE LINKS:

Follow Andrew Murdoch

On LinkedIn: https://www.linkedin.com/in/mrandrewmurdoch/

On Twitter: https://twitter.com/mrandrewmurdoch

On YouTube: https://www.youtube.com/channel/UCcWiGE-kIhmwd2w-_hfJICQ

On Facebook: https://www.facebook.com/pg/DigNomadJourney/

 

Email Andrew at andrew@digitalnomadjourney.com

Purchase Andrew’s FREE Book, “Digital Nomad Lifestyle Guide”

🎙️ WEALTH WITHOUT BAY STREET LINKS 

Podcast Website: https://wealthwithoutbaystreet.com/

Follow us on Facebook: https://www.facebook.com/wealthwithoutbaystreet/

Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCj8ZlieHodxhD0vC75-rq0g/

Book a 15-minute call: https://www.ascendantfinancial.ca/schedule/

To Access our COVID 19 Q&A session with special guests please click here: https://wealthwithoutbaystreet.com/Covid  

 

📚 IBC RESOURCES

Becoming Your Own Banker by R. Nelson Nash Book: https://hp671.infusionsoft.app/app/orderForms/Becoming-Your-Own-Banker-Book

The Case for IBC by Robert Murphy, Carlos Lara & R. Nelson Nash: https://hp671.infusionsoft.app/app/orderForms/The-Case-for-IBC?

The And Asset by Caleb Guilliams: 

https://hp671.infusionsoft.app/app/orderForms/The-And-Asset

 

📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

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