ENJOY THIS EPISODE:
Teresa Kuhn, President/CEO of Living Wealthy Financial Group offers an alternative solution to traditional investing that is driven by the stock market. The strategy she uses as a foundation for her client’s financial plans is Bank on Yourself, a concept that has been around for over 120 years and has been used by Walt Disney, Ray Kroc, and JC Penney to help grow their business.
Eric explains how he came to find out about the Bank On Yourself concept and met Teresa. He stumbled upon the Bank On Yourself best selling book at the library one day and that day it changed how he looked at investing and wealth building.
Bank On Yourself is a little known, super-charged asset that is based on strategies that have been around since the late 1800s. The strategy helps individuals, families, business owners build their financial future based on a rock solid foundation that has seen gains throughout the most tumultuous financial times.
After graduating with degrees in finance and law in Washingon DC, Teresa became a Registered Financial Consultant and Certified Senior Advisor. She is also a member of the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the National Academy of Best Selling Authors.
Teresa lives in the Austin, TX area with her husband, David, and their son Keating who is getting ready to graduate high school and attend college in Colorado. Teresa is also active in the community; she is the Past-President of the Jackson Township Rotary Club (first female and youngest person to hold that position), graduate of Leadership Stark County, and is very active in her church and her son’s school activities.
Teresa manages a team of advisors and helps clients across the country. She prides herself on giving each client an individualized solution based on the clients short-term needs and long-term goals.
If you want to find out more about the Bank On Yourself concept and to get in touch with Teresa directly go to her website at Living Wealthy Financial Group.
FIND US ON iTUNES:
Remember to subscribe on iTunes, just search “Frederick Advice Givers” or “Eric Verdi” in your podcast app, which can be downloaded from the app store, then click subscribe. This gives you a live feed to all future episodes, as they are released and before they are posted here.
– See more at: iTunes
LINKS AND RESOURCES FROM THIS EPISODE:
REVIEWS HELP A TON!
Thanks for joining me again this week. If you have any tips, suggestions, or comments about this episode, please be sure to leave them in the comment section below.
If you enjoyed this episode, please share it using the social media buttons you see at the bottom of the post. Thank you!
And finally, please leave an honest review for Frederick Advice Givers Podcast on iTunes! Ratings and reviews are extremely helpful and greatly appreciated! They do matter in the rankings of the show and I read each and every one of them.