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Today we get into IUL – Indexed Universal Life Insurance | Part 3 of this 3 part series looks at my personal policies in this case study. You’ll see how it is set up …



The KLT Team breaks down the year that was, gives an update on the current market conditions, and an outlook on key events to watch in 2020. Subscribe here …



In our previous episode, we talked about the lack of financial literacy in American citizens. Now we’re going to give you solutions to better your understanding of …



HOW TO FUND YOUR INFINITE BANKING POLICY WITH RETIREMENT FUNDS. Start to Be Your Own Bank, while also funding your qualified retirement …



What is Cashflow Modelling?  How can it benefit your clients?  This webinar illustrates how data flows between Intelligent Office and Truth – enabling you to produce detailed and comprehensive cashflow models with ease for all your iO clients.  

Make double-entry a thing of the past. Leverage Truth’s powerful planning tools to produce dynamic, transparent illustrations and robust recommendations. Help your clients make informed decisions and enhance your business proposition!

1:55 – adding the app via the iO Store
5:20 – using the integration
8:00 – cashflow modelling demonstration
18:50 – DB Pension Transfers
21:25 – pension planning

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Joe Figliomeni – Certified Financial Planner, shares highlights from a recent event with the Mawer group and Manulife Investments.

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We sat down with a few of our clients to ask them why they chose to work with Nicola Wealth Management. They had wonderful things to say and it’s our pleasure to share their thoughts and comments with you.

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THE DIVIDEND PROJECT: EPISODE #13 – Monthly Review of my Dividend Account for the Month of September 2019. The Journey to a Million Dollar Dividend Stock Portfolio marches on and the Dividends just keep rolling in! Ka-Ching!

TOTAL ACCOUNT VALUE: $128,382.00
ANNUAL DIVIDENDS: $7,693.00
AVERAGE MONTHLY DIVIDENDS: $641.00
YIELD ON COST: 6.15%

I hope you find the video useful, inspiring and that it motivates you to take action in your own financial life. Subscribe to the Channel & Join the Community where we’re Building Financial Empires One Penny at a Time! Keep Calm, Collect Dividends!

ABOUT ME: I grew up in Bradenton, Florida in a lower income home, pretty sure we were below the poverty line. Yep, growing up in a housing project, eating government cheese, and watching my mother pay for groceries with food stamps. As a child, you’re not really keyed into the financial details of your parents life, but you can pick up that money is tight and that you don’t have the same things other kids have, like new clothes or shoes on the first day of school. There was no talk of college when I was growing up so by the time I was 18, I was working 3 jobs at one time, construction during the day and stocking groceries at night. I knew this was not the path I wanted to go down so I enlisted in the United States Marine Corps looking for a better opportunity. As fate would have it, I was selected to be a member of Marine Security Company at Camp David serving President Ronald Reagan. After my four year enlistment was over, I became a Police Officer in the Commonwealth of Virginia. During my 31 year career in law enforcement I was able to be a member of several special units including SWAT, River Rescue/Dive Unit, Dignitary Protection Detail and Criminal Investigations Unit/Major Crimes. As a Detective I worked in the Financial Crimes Unit helping victims of fraud and identity theft. I retired at the age of 55 in December of 2018 and haven’t worked a day since. My wife of 29 years is still working as a Federal employee and I have two daughters, one is a college student at the University of Virginia and one is a middle school student. My passion has been wealth building since 1987 and it has allowed me to have a front row seat in a journey from below the poverty line to a multi-million dollar net worth today. I started this YouTube channel to highlight my Dividend Portfolio but it has evolved into a discussion of all things involving Personal Finance. I welcome you to join me on my journey to building a Million Dollar Dividend Portfolio and achieving a Deca Millionaire Net Worth!

Friend me on Facebook at https://www.facebook.com/ricky.myers.58726
Follow me on Instagram at https://www.instagram.com/thedividendproject/
Email me at TheMoneyCoachShow@GMail.com

Here is a link to the video for Buidling a Personal Dividend Pension Plan
https://www.youtube.com/watch?v=jnStuAr1Rm8

Here is a link on my Guiding Principles for my Personal Dividend Pension Plan
https://youtu.be/sP5sBcNF1So

Here is the link for my Selection Criteria when selecting stock for my Personal Dividend Pension Plan
https://youtu.be/tWC1dvoFufk

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THE DIVIDEND PROJECT – Uploading 3 new videos every week, Tuesday, Thursday and Saturday at 11:00 AM EST, covering the following topics, Dividend Growth Investing, Yield on Cost, Dividend Income, FIRE, Early Retirement, Retirement Planning, Retirement Dividends, Retirement Income, Building Net Worth, Financial Freedom, Frugal Living, Eliminating Debt, Budgeting, Dividend Stocks, Retirement Accounts such as the Roth IRA, IRA, 401k, 403b, 457 Plan, TSP – Federal Thrift Savings Plan, HSA – Health Savings Account, Social Security and Cash Flow. If it’s about Personal Finance, then it’s game for this channel.

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THE DIVIDEND PROJECT: Weekly Review of my Dividend Account for the week ending September 20, 2019. The Journey to a Million Dollar Dividend Stock Portfolio marches on and the Dividends just keep rolling in! Ka-Ching!

I hope you find the video useful, inspiring and that it motivates you to take action in your own financial life. Subscribe to the Channel & Join the Community where we’re Building Financial Empires One Penny at a Time! Keep Calm, Collect Dividends!

ABOUT ME: I grew up in Bradenton, Florida in a lower income home, pretty sure we were below the poverty line. Yep, growing up in a housing project, eating government cheese, and watching my mother pay for groceries with food stamps. As a child, you’re not really keyed into the financial details of your parents life, but you can pick up that money is tight and that you don’t have the same things other kids have, like new clothes or shoes on the first day of school. There was no talk of college when I was growing up so by the time I was 18, I was working 3 jobs at one time, construction during the day and stocking groceries at night. I knew this was not the path I wanted to go down so I enlisted in the United States Marine Corps looking for a better opportunity. As fate would have it, I was selected to be a member of Marine Security Company at Camp David serving President Ronald Reagan. After my four year enlistment was over, I became a Police Officer in the Commonwealth of Virginia. During my 31 year career in law enforcement I was able to be a member of several special units including SWAT, River Rescue/Dive Unit, Dignitary Protection Detail and Criminal Investigations Unit/Major Crimes. As a Detective I worked in the Financial Crimes Unit helping victims of fraud and identity theft. I retired at the age of 55 in December of 2018 and haven’t worked a day since. My wife of 29 years is still working as a Federal employee and I have two daughters, one is a college student at the University of Virginia and one is a middle school student. My passion has been wealth building since 1987 and it has allowed me to have a front row seat in a journey from below the poverty line to a multi-million dollar net worth today. I started this YouTube channel to highlight my Dividend Portfolio but it has evolved into a discussion of all things involving Personal Finance. I welcome you to join me on my journey to building a Million Dollar Dividend Portfolio and achieving a Deca Millionaire Net Worth!

Friend me on Facebook at https://www.facebook.com/ricky.myers.58726
Follow me on Instagram at https://www.instagram.com/thedividendproject/
Email me at TheMoneyCoachShow@GMail.com

Here is a link to the video for Buidling a Personal Dividend Pension Plan
https://www.youtube.com/watch?v=jnStuAr1Rm8

Here is a link on my Guiding Principles for my Personal Dividend Pension Plan
https://youtu.be/sP5sBcNF1So

Here is the link for my Selection Criteria when selecting stock for my Personal Dividend Pension Plan
https://youtu.be/tWC1dvoFufk

——————————————————————————————————————————————————-

THE DIVIDEND PROJECT – Uploading 3 new videos every week, Tuesday, Thursday and Saturday at 11:00 AM EST, covering the following topics, Dividend Growth Investing, Yield on Cost, Dividend Income, FIRE, Early Retirement, Retirement Planning, Retirement Dividends, Retirement Income, Building Net Worth, Financial Freedom, Frugal Living, Eliminating Debt, Budgeting, Dividend Stocks, Retirement Accounts such as the Roth IRA, IRA, 401k, 403b, 457 Plan, TSP – Federal Thrift Savings Plan, HSA – Health Savings Account, Social Security and Cash Flow. If it’s about Personal Finance, then it’s game for this channel.

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THE DIVIDEND PROJECT: Weekly Review of my Dividend Account for the week ending October 11, 2019. The Journey to a Million Dollar Dividend Stock Portfolio marches on and the Dividends just keep rollin in! Ka-Ching!

I hope you find the video useful, inspiring and that it motivates you to take action in your own financial life. Subscribe to the Channel & Join the Community where we’re Building Financial Empires One Penny at a Time! Keep Calm, Collect Dividends!

ABOUT ME: I grew up in Bradenton, Florida in a lower income home, pretty sure we were below the poverty line. Yep, growing up in a housing project, eating government cheese, and watching my mother pay for groceries with food stamps. As a child, you’re not really keyed into the financial details of your parents life, but you can pick up that money is tight and that you don’t have the same things other kids have, like new clothes or shoes on the first day of school. There was no talk of college when I was growing up so by the time I was 18, I was working 3 jobs at one time, construction during the day and stocking groceries at night. I knew this was not the path I wanted to go down so I enlisted in the United States Marine Corps looking for a better opportunity. As fate would have it, I was selected to be a member of Marine Security Company at Camp David serving President Ronald Reagan. After my four year enlistment was over, I became a Police Officer in the Commonwealth of Virginia. During my 31 year career in law enforcement I was able to be a member of several special units including SWAT, River Rescue/Dive Unit, Dignitary Protection Detail and Criminal Investigations Unit/Major Crimes. As a Detective I worked in the Financial Crimes Unit helping victims of fraud and identity theft. I retired at the age of 55 in December of 2018 and haven’t worked a day since. My wife of 29 years is still working as a Federal employee and I have two daughters, one is a college student at the University of Virginia and one is a middle school student. My passion has been wealth building since 1987 and it has allowed me to have a front row seat in a journey from below the poverty line to a multi-million dollar net worth today. I started this YouTube channel to highlight my Dividend Portfolio but it has evolved into a discussion of all things involving Personal Finance. I welcome you to join me on my journey to building a Million Dollar Dividend Portfolio and achieving a Deca Millionaire Net Worth!

Friend me on Facebook at https://www.facebook.com/ricky.myers.58726
Follow me on Instagram at https://www.instagram.com/thedividendproject/
Email me at TheMoneyCoachShow@GMail.com

Here is a link to the video for Buidling a Personal Dividend Pension Plan
https://www.youtube.com/watch?v=jnStuAr1Rm8

Here is a link on my Guiding Principles for my Personal Dividend Pension Plan
https://youtu.be/sP5sBcNF1So

Here is the link for my Selection Criteria when selecting stock for my Personal Dividend Pension Plan
https://youtu.be/tWC1dvoFufk

——————————————————————————————————————————————————-

THE DIVIDEND PROJECT – Uploading 3 new videos every week, Tuesday, Thursday and Saturday at 11:00 AM EST, covering the following topics, Dividend Growth Investing, Yield on Cost, Dividend Income, FIRE, Early Retirement, Retirement Planning, Retirement Dividends, Retirement Income, Building Net Worth, Financial Freedom, Frugal Living, Eliminating Debt, Budgeting, Dividend Stocks, Retirement Accounts such as the Roth IRA, IRA, 401k, 403b, 457 Plan, TSP – Federal Thrift Savings Plan, HSA – Health Savings Account, Social Security and Cash Flow. If it’s about Personal Finance, then it’s game for this channel.

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