Estate Planning

11
Apr

How Diversifying Your Financial Institution Is Not Only Unnecessary But Can Hurt Your Plan

Learn how diversifying your financial institution can hurt your financial plan from this video of author, speaker, Jessie Christo. Jessie gives a simple but detailed explanation why diversifying your financial institution is unnecessary. Separating your financial institution to different financial advisers is not the ideal move when you want to achieve financial freedom. It is best to find one great

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6
Apr

Protect Yourself From The Dark Secret Of The Investing Industry…Churning!

Author, speaker, Jessie Christo is here again to answer another financial question about account churning and how you can protect yourself from this dark secret of the investing industry. Account churning is when an adviser will trigger unnecessary trades to generate commission for themselves and holds back the return of their clients. Jessie will tell you about what you should

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28
Mar

Why You Need A Brick To Invest For The Long Term!

In this video author, speaker, Jessie Christo tells you about a compelling story why you need a “brick” to invest in the long term. Jessie talks about a real brick and he makes a very interesting connection to it and investing. You may think that a brick has got nothing to do with investing but if you watch this video,

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22
Mar

What Is Disability Insurance and Why Do I Need It

Let Jessie explain to you what disability insurance is and why do you need it. Watch and listen carefully as Jessie explains a little bit more what a disability insurance can do for you especially in times when you are really in a situation where you are incapacitated and are trying to recover. Being disabled will not only cripple you

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9
Mar

16 Things Life Insurance Can Do For You When You Are Alive and Dead

Watch this video from Jessie where he shares 16 things that life insurance can do for you when you are alive or dead.  The 16 key points are as follows: A cost-effective way to fund a buy and sell agreement. Offers a tax free cash Assets and taxes Debt pay offs Corporate debts Preservation of value of your business Protecting

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29
Feb

What You Need to Know About Your Executor and How to Choose One

In this episode, Jessie tells you what you need to know about your executor and how to choose one. He explains what the executor is and his role in your estate especially when you are no longer around, they are very crucial in keeping things in control in your estate. So it is crucial that you choose the right person

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23
Feb

Is There a Way to Make Disability Insurance Tax Deductible

You may be wondering if there is a way to make your disability insurance tax deductible. And yes, there are ways to do so! Let author, speaker, Jessie Christo give you the answers by watching this video. Or you can get a copy of the book to get all the detailed information you need. Read below to learn how.  

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18
Feb

7 Things You Need to Know About Disability Insurance

Today, Jessie will show you the top 7 things you need to know about disability insurance. Did you know that disability happens more often than you are aware of? People who have been working almost all their lives are suddenly put to a stop because of disability. Even healthy individuals may encounter some accidents in their lives and recovery can

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11
Nov

Estate Planning

Today we’re going to talk about Estate Planning. What are the top three things a properly crafted estate planning can do for you? What are the top 10 estate planning questions you’ll need to know if you’d die tonight? But first let’s talk about estate planning. In Jessie’s book The Financial Toolbox, he covers a variety of financial planning topics. Each represented

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