Tag Archives: #PremiumFinancing

17. Retiring During Uncertain Times



Many people are still feeling the effects of the coronavirus on their finances. Especially those who were planning on retiring during this time. 

In this episode, Keith Beggs talks about the do’s and don’ts of financial planning and retirement during themes of uncertainty in the economy. This episode focuses on the side of how to retire, or to properly prepare for retirement and set yourself up for financial security through the rest of your life. 

Keith discusses: 

  • How to protect your retirement cash flow through uncertain times
  • Preparing for and handling market losses
  • Why it is never too early to start your retirement plan
  • How controlling the volatility in your portfolio can benefit you in the long run 
  • And more!

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Episode 16 – The Investor’s Mindset: Emotions and Investing



Emotions can be a great asset in life, but when it comes to investing, they may be a liability.

In this episode, Keith Beggs walks you through the investor’s mindset and shares which specific emotions can get in the way of making great decisions that could lead you towards a lot of financial stress or bad choices.

In this episode, you will learn:

  • Why cognitive decision-making is critical in investing
  • How our emotions can impede our judgement of making sound investment decisions
  • How greed and fear can affect your investing
  • Why clients need to focus on long-term investments rather than short-term gains
  • And more!

Listen now to hear more about the investor mindset and the emotions to avoid while investing!

Resources: Steadfast Wealth Strategies | Keith Beggs 


Episode 15 – What You Need To Know About Social Security



With Social Security, you just get one chance to make the right decision there’s no turning back.

Join Keith Beggs as he delves into the depths of Social Security, addressing all of your burning questions and concerns while also providing new perspectives and information that you may not have heard before.

In this episode, you will learn:

  • The history and development of Social Security
  • What the full retirement age for Social Security is 
  • When the best time to take Social Security is 
  • How to eliminate or minimize taxes
  • And more!

Tune in now to learn about Social Security today! 

Resources: Steadfast Wealth Strategies | Keith Beggs 


Episode 14 – The American Dream Experience — With Josh Crawford



“Discovering your true purpose for money and for your life transforms everything about your experience of investing— in an instant.” – Matson Money

In this episode, Keith Beggs sits down with Josh Crawford, vice president of coaching at Matson Money, to discuss all the incredible opportunities investors have with their money and portfolio, as well as how people can find true purpose and uncover the science of investing with the American Dream Experience. 

In this episode, you will learn:

  • What the Matson Method is and how you can use it to achieve peace of mind around money
  • How Matson Money can help you achieve the American Dream experience
  • How people can find their true purpose in life when it comes to investing
  • And more!

Tune in now to learn about the American Dream Experience with Josh Crawford, vice president of Matson Money!

Resources: Steadfast Wealth Strategies | Keith Beggs | Josh Crawford | Matson Money

 


Episode 13 – Why Use Premium Financing – Part 3 — With Guest John McDonough



The last thing you should have to worry about is making difficult inheritance decisions when the time comes.

In the final part of this three-part mini-series, Keith Beggs and John McDonough, senior managing director at Cool Springs Financial, share exclusive insights and expertise on estate planning with premium financing! 

In this episode, you will learn:

  • How to create equal value of exchanges for your heirs 
  • What estate designs are and how they work
  • What collateral is and the different options available to you
  • And more!

Tune in to learn about estate planning with premium financing! 

Resources: Steadfast Wealth Strategies | Keith Beggs | Cool Springs Financial | John McDonough 


Episode 12 – Why Use Premium Financing: Part 2 — With Guest John McDonough



Business owners are utilizing premium financing to their advantage. 

Find out how you can do the same in part two of this mini-series with Keith Beggs and John McDonough, senior managing director at Cool Springs Financial. Keith and John discuss how business owners can effectively use premium financing to help fund their business.

In this episode, you will learn:

  • A variety of ways business owners use premium financing 
  • The benefits of premium financing for business owners and their employees
  • What key employee/key person coverage is 
  • Three traditional ways business owners can receive help through premium financing
  • How to retire with or pass down your business using premium financing 
  • And more!

Listen in now to learn the use of premium financing as a business owner!  

Resources: Steadfast Wealth Strategies | Keith Beggs | Cool Springs Financial | John McDonough 


Episode 11 – Why Use Premium Financing: Part 1 — With Guest John McDonough



In a nutshell, premium financing is an insurance structure when a lender pays the premiums to the policy on behalf of the client. But this doesn’t have to strictly be a death benefit—it can be an extremely useful tool in estate planning!

In part one of this three-part mini-series, Keith Beggs and John McDonough, senior managing director at Cool Springs Financial, discuss the fundamentals of premium financing and share why premium financing might be the right tool for you. 

In this episode, you will learn:

  • How premium financing works
  • How to decide if premium financing is right for you
  • The benefits of premium financing 
  • Why clients tend to shy away from premium financing, but shouldn’t
  • And more!

Tune in now to learn the fundamentals of premium financing! 

Resources: Steadfast Wealth Strategies | Keith Beggs | Cool Springs Financial | John McDonough