Episode #134 Is This The Perfect Way To Combine Whole Life With Investing?

<p>Book a Free IBC Consultation Call <a href="https://calendly.com/shawnksfg/infinite-banking">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>Book a call to talk about LSO with us: <a href="https://calendly.com/shawnksfg/let-s-talk-low-stress-options">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>Visit my website by <a href="https://legacylifeandretirement.com/">⁠⁠⁠⁠⁠⁠⁠⁠⁠(Clicking Here)⁠⁠⁠⁠⁠⁠⁠</a></p><p><br></p><p>In this episode, I sit down with Ro Punyani to break down how someone who has spent decades professionally managing money actually builds his own family’s wealth.</p><p>We discuss why Ro says he would start with whole life insurance before stocks if he could do it all over again, how he pairs that foundation with ETFs and dividend-growth investing, and why cash flow has become such a major part of his strategy.</p><p>We also cover policy loans, dividend growth, portfolio construction, annuities, risk, and why he believes the strongest wealth plan isn’t about choosing between insurance and the market, it’s about understanding how they can work together.</p><p><br></p><p>Check out The Owner’s Asset CPA Guidebook here: <a href="https://bit.ly/TheCPAsguidebook">⁠(Click Here)⁠</a></p><p>Or Connect with Ro at https://ownersasset.com/</p><p><br></p><p>Learn how we create income from anywhere in the world by earning 1% a week compounded on our money. Believe me we are normal everyday people, if we can do this you can too <a href="https://lowstresstrading.com/options?ref=LEGACYLIFE&url=lowstressoptions.com">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>Follow our Low Stress Trading Journey: <a href="https://www.youtube.com/playlist?list=PLPFOpSOEjJzQ9JJogyN2T2OXAF1oJvhXK">⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>Order A Copy of my New Book: ⁠⁠⁠⁠⁠⁠⁠From Regular To Rich ⁠⁠⁠⁠⁠⁠<a href="https://a.co/d/0gjfa5e0">⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p><br></p><p>👇 Book a Free Call with Legacy Lock to Learn More about Trusts → ⁠<a href="https://go.mylegacylock.com/cfc">⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>📥 Download the FREE Legacy Builder Outline → <a href="https://legacy-life-and-retirement-2.kit.com/45a9f15b50">⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>⁠⁠Download the FREE Budget Template → <a href="https://legacy-life-and-retirement-2.kit.com/2f76f34fd8">⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>7 Simple Steps to Becoming Your Own Banker: <a href="https://legacy-life-and-retirement-2.kit.com/e886c34a2e">⁠⁠⁠⁠⁠⁠⁠⁠⁠(Click Here)⁠⁠⁠⁠⁠⁠⁠⁠⁠</a></p><p>The Infinite Ba