Business with Beers

Financial Planning for a Secure Future With Barry Rutten, CFP®

August 08, 2022 Brian Beers Season 1 Episode 86
Business with Beers
Financial Planning for a Secure Future With Barry Rutten, CFP®
Show Notes

This week we’ve got Barry Rutten, the Co-Founder of WealthDefense Financial Advisors who focus on business owners, high-income professionals & real estate investors

Barry and I talk about financial planning for the future, how sound financial planning could be a way to achieve early retirement and how a life insurance’s cash value can be used as a “bond proxy” to minimize the volatility of interest rates.   

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Links:

Wealthdefensegroup.com 

Book Links:

Profit First by Mike Michalowicz

 The Intelligent Investor By Benjamin Graham

 Psychology of Money by Morgan Housel