The Wealth Without Wall Street Podcast podcast show image

The Wealth Without Wall Street Podcast

By Russ Morgan CFP® & Joey Muré



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Round Table | What A Properly Structured Policy Looks Like

• 28 min

What would you have done differently after knowing what you know now? We all have this habit of doing things on our own. We only consult an expert after we’ve messed up. Take the question of what’s the best way to design a policy. Clarity is the key. If you understand the problem, the solution will be clear. You have to identify what’s important to you and why, where you’re headed, and how you’re going to get there. Focus on long-term results and be ready to infuse capital. When we talk about owning your journey to financial freedom, it’s best to work with a trusted practitioner to coach and guide you. -- Want to go even deeper into the conversation? Join our IBC Inner Circle Group membership and gain access to our live podcast recordings, interactive Hot Seat guests on the topics, and exclusive QandA sessions with other members and our coaches. Join here: (

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