My guest in this episode is returning guest and friend, Jayson Lowe. Jayson is the Founder of Ascendant Financial, and put in place a Team of Professionals who possess the experience and sought after expertise required to serve the individual planning needs of Households and Professional Successful Business Owners nationwide. Jayson and his Team work best with People who want to keep more money available to their households and businesses, retire by design, minimize tax, grow capital daily on a foundation of guarantees, and create indestructible wealth.
Originally from a small mining and forestry town to being awarded Top Overall Advisor Nationwide by Canada’s Largest Mutual Life Carrier several years in a row, Jayson Lowe is a true Canadian success story!
Jayson is an engaging Speaker and has delivered hundreds of presentations to the general public, appeared on countless stages and interviews. He is internationally recognized as one of the leading educators and implementers of Becoming Your Own Banker, The Infinite Banking Concept.
754: Eugene Shatsman: The 5 Pillars Of Growth In A Recession
My guest in this episode is Eugene Shatsman. Eugene is the Managing Partner of National Strategic Group. Eugene teaches business strategy, consumer behavior, marketing, and what all of us want – how to drive more business into our businesses. His team at National Strategic has over 100 people, and they do a tremendous amount of…
753: Dave Wolcott: Opportunity Investing In Times Of Crisis
My guest in this episode is Dave Wolcott. Dave started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then started an obsessive journey…
752: Brett Swarts: Building A Tax Deferred Exit Strategy
My guest in this episode is Brett Swarts. Brett is the Founder of Capital Gains Tax Solutions. Each year, he equips hundreds of business professionals with the Deferred Sales Trust tool to help their high net worth clients solve capital gains tax deferral limitations. His experience includes numerous Deferred Sales Trusts, Delaware Statutory Trusts, 10…