Shannon Goldsmith's guest appearances

Shannon Goldsmith

Massive Passive Cash Flow Podcast

Rod Khleif

Mitch Stephen

Gary Boomershine

Ben Riehle

Matt Aitchison

Dan Levy

Tim Rhode

Sean Adams

Lou Brown

Chris Prefontaine

Chris Arnold

Mark Podolsky

Jim Martin

Diego Corzo

Peter Lazaroff

OwlTail

Mike Olson

Shannon Goldsmith is a 3rd generation native Angeleno, Los Angeles REALTOR®, Certified Investor Agent, and member of the Global Investor Agent Team.   She holds a Bachelor’s degree from Arizona State University, is a Certified Pricing Strategy Advisor, Probate Specialist, and Short Sale &amp; Foreclosure Resource.   She is a former corporate slave who later became a real estate agent. She spent a lot of time in the corporate world working for other people until realizing in her mid-’30s that she couldn’t stick with it anymore. Hence, she was able to transition into real estate and also realized that she’s more interested in the investing side of it rather than the traditional one.   Mike Olson is a Partner and original founding member at WealthPoint. Over the course of his 25+ years in the industry, he has developed a strong expertise in working with ultra-affluent families, business-owners and their teams of advisors to help them evaluate, structure and optimize insurance portfolios to fit into their broader financial plan.   He is originally from Akron, Ohio, earned a Bachelor of Science in Finance from Miami University of Ohio and soon after moved to Arizona for the weather. He has been married since 1998 and have 3 daughters. In his free time, he participate in and train for triathlons and biathlons, and he enjoy mountain bike riding. What You Will Learn:   Who is Mike Olson?   How did he actually get into the financial services business?   Who is Shannon Goldsmith?   There are so many things that you can do with life insurance.   Mike shares about utilizing policies to help individuals achieve their goals when it comes to investing and other things.   What are the features of a good policy?   How can someone leverage a policy?   Can an individual borrow against the value of the cash value within the policy?   What are zero-wash loans?   Mike describes fully participating, nondirect recognition.   How much is that going to cost when building a policy?   Is it possible to pre-fund a life policy?   What are some of the things Shannon saw that she wished people knew more of even before talking to her?   Mike and Shannon share how they can be contacted.    Additional Resources from Mike Kaeding:   Website: https://wealthpoint.net/   Phone: +1 (310) 779-4679   Email: sgoldsmith@wealthpoint.net   LinkedIn: https://www.linkedin.com/in/shannon-goldsmith-wealthdreamteam, https://www.linkedin.com/in/mike-olson-47620a42/    Facebook: https://www.facebook.com/wealthpointllc    Attention Investors and Agents   Are you looking to grow your business?   Need to connect with aggressive like-minded people like yourself?   We have all the right tools, knowledge, and coaching to positively effect your bottom line.   Visit:http://globalinvestoragent.com/join-gia-team to see what we can offer and to schedule your FREE consultation!   Our NEW book is out...order yours NOW!   Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here:  https://amzn.to/3SV0khX HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register:  https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg

Shannon Goldsmith is a 3rd generation native Angeleno, Los Angeles REALTOR®, Certified Investor Agent, and member of the Global Investor Agent Team. She holds a Bachelor’s degree from Arizona State University, is a Certified Pricing Strategy Advisor, Probate Specialist, and Short Sale &amp; Foreclosure Resource. She is a former corporate slave who later became a real estate agent. She spent a lot of time in the corporate world working for other people until realizing in her mid-’30s that she couldn’t stick with it anymore. Hence, she was able to transition into real estate and also realized that she’s more interested in the investing side of it rather than the traditional one. Mike Olson is a Partner and original founding member at WealthPoint. Over the course of his 25+ years in the industry, he has developed a strong expertise in working with ultra-affluent families, business-owners and their teams of advisors to help them evaluate, structure and optimize insurance portfolios to fit into their broader financial plan. He is originally from Akron, Ohio, earned a Bachelor of Science in Finance from Miami University of Ohio and soon after moved to Arizona for the weather. He has been married since 1998 and have 3 daughters. In his free time, he participate in and train for triathlons and biathlons, and he enjoy mountain bike riding. What You Will Learn: <ul> <li> Who is Mike Olson? </li> <li> How did he actually get into the financial services business? </li> <li> Who is Shannon Goldsmith? </li> <li> There are so many things that you can do with life insurance. </li> <li> Mike shares about utilizing policies to help individuals achieve their goals when it comes to investing and other things. </li> <li> What are the features of a good policy? </li> <li> How can someone leverage a policy? </li> <li> Can an individual borrow against the value of the cash value within the policy? </li> <li> What are zero-wash loans? </li> <li> Mike describes fully participating, nondirect recognition. </li> <li> How much is that going to cost when building a policy? </li> <li> Is it possible to pre-fund a life policy? </li> <li> What are some of the things Shannon saw that she wished people knew more of even before talking to her? </li> <li> Mike and Shannon share how they can be contacted. </li> </ul> Additional Resources from Mike Kaeding: <ul> <li> Website: <a href="https://wealthpoint.net/" rel="nofollow" target="_blank">https://wealthpoint.net/</a> </li> <li> Phone: +1 (310) 779-4679 </li> <li> Email: sgoldsmith@wealthpoint.net </li> <li> LinkedIn: <a href="https://www.linkedin.com/in/shannon-goldsmith-wealthdreamteam" rel="nofollow" target="_blank">https://www.linkedin.com/in/shannon-goldsmith-wealthdreamteam</a>, <a href="https://www.linkedin.com/in/mike-olson-47620a42/" rel="nofollow" target="_blank">https://www.linkedin.com/in/mike-olson-47620a42/</a> </li> <li> Facebook: <a href="https://www.facebook.com/wealthpointllc" rel="nofollow" target="_blank">https://www.facebook.com/wealthpointllc</a> </li> </ul> Attention Investors and Agents <ul> <li> Are you looking to grow your business? </li> <li> Need to connect with aggressive like-minded people like yourself? </li> <li> We have all the right tools, knowledge, and coaching to positively effect your bottom line. </li> <li> Visit:<a href="http://globalinvestoragent.com/join-gia-team" rel="nofollow" target="_blank">http://globalinvestoragent.com/join-gia-team</a> to see what we can offer and to schedule your FREE consultation! </li> </ul> Our NEW book is out...order yours NOW! Global Investor Agent: How Do You Thrive Not Just Survive in a Market Shift? Get your copy here: <a href="https://l.facebook.com/l.php?u=https%3A%2F%2Famzn.to%2F3SV0khX%3Ffbclid%3DIwAR324ceiE9-Yt9xRvRWasE1dK00L76yrzoUTxovvxoRJzAdw4iy__3Eiqy4&amp;h=AT3JJGpsvgae0cFUP6fCiUjOQcXjM52tSLKH4i0m_DBBocvfxedJP02vRxI-_9Jz0VOHGKkI35aaQd5AiKxME9c0Qq_6QqXdZ7hDPCUYfV5HWfd30t65q8HRbqzd1obm_3nKHhJQgorPDPRRiw&amp;__tn__=-UK-R&amp;c[0]=AT3jmDgfK4PmRfLPaKV7f8Vuh8imWUCc351x5gxPMTMqA0WvEb3KMC36wq0g3czVqOPAFtJ0ldXtnMwXY0XK5wd8wZo6_gKKWmiAXaT3CqiGWRKsWNoydBi84ok7md_NVnBoNZfy9yxi-uLQsBQ1oD4Z6mmwy14d9QqAh6tD3pn4rS5FbdC0nBknr8LgYQI5U9IaYPppOi7y" rel="nofollow" target="_blank"> https://amzn.to/3SV0khX</a> HEY! You should be in class this coming Monday (MNL). It's Free and packed with actions you should take now! Here's the link to register: <a href="https://wm210.keap-link015.com/v2/click/d489a06756a24546ecb92d8cc9aca1d3/eJyNkM1uwjAQhN9lzykmRvzlhgJFViCVqlQ9IpesqIHY1npTRFHevaatOFGpt9XO7DeavQCj1ZZVDRmcGpn2IQHCrfEGLefOst5-i5OxHCZwNPawJNd6yC73Lm_6dSun09EkAT57jJbqeZYXqlxuVqosotVrign_4aSDdDSWN9BiPVMr6Lo_ydgYXnxEeICMqcVrodrEUvxCx-h_Z_YhE6INfXnCt96nc02vDSLOxmoShDsTGEm8lptQrvfVw3BeKX3IH58kOTvPdzFEe4-2_n1QgeefqO4LUjFtZA==" rel="nofollow" target="_blank"> https://us02web.zoom.us/webinar/register/WN_sNMjT-5DTIakCFO2ronDCg</a>

Episode 216: Building Tax-Free Wealth for the Future, with Shannon Goldsmith and Mike Olson

Shannon Goldsmith is a 3rd generation native Angeleno, Los Angeles REALTOR®, Certified Investor Agent, and member of the Global Investor Agent Team. She holds a Bachelor’s degree from Arizona State University, is a Certified Pricing Strategy Advisor, Probate Specialist, and Short Sale &amp; Foreclosure Resource. She is a former corporate slave who later became a real estate agent. She spent a lot of time in the corporate world working for other people until realizing in her mid-'30s that she couldn’t stick with it anymore. Hence, she was able to transition into real estate and also realized that she’s more interested in the investing side of it rather than the traditional one. A self-professed real estate junkie, Shannon believes that real estate investing is life’s greatest vehicle to personal and financial freedom. She enjoys helping seasoned or soon-to-be-seasoned investors grow and evolve their portfolios quickly while keeping their risks in check. Where some investors are comfortable spending money based on a hunch, Shannon lets the data do the talking. Shannon’s comprehensive and highly specific data enables her clients to quickly identify and target the highest performing areas in Los Angeles County--whether they’re seeking their next flip or income-generating opportunity. Behind her great interest in real estate investing is her plan of getting into a desert for sunbathing every day, all day long! She just really loves the deserts. What You Will Learn:  Shannon shares about an incredible financial tool that helps you pay down your debt in record time which also works for mortgages, student loans, car loans, business loans, medical debt, and tax debt. How the said financial tool works and why it was described as a “financial GPS”. How to manage the risks despite the rapidly changing economic situations. Shannon walks through how to use the financial program as a financial planner. The best way for people to connect with Shannon.  Additional Resources from Shannon Goldsmith:  Email: sg@shannongoldsmith.com Calendly: https://calendly.com/shannongoldsmith/15min Website: http://www.shannongoldsmith.com/ United Financial Agent Opportunity: https://www.uffopportunity.com/fastwealthdreamteam LinkedIn: https://www.linkedin.com/in/shannon-goldsmith-WealthDreamTeam/ Facebook: https://www.facebook.com/shannon.goldsmith.LARE 

Shannon Goldsmith is a 3rd generation native Angeleno, Los Angeles REALTOR®, Certified Investor Agent, and member of the Global Investor Agent Team. She holds a Bachelor’s degree from Arizona State University, is a Certified Pricing Strategy Advisor, Probate Specialist, and Short Sale &amp; Foreclosure Resource. She is a former corporate slave who later became a real estate agent. She spent a lot of time in the corporate world working for other people until realizing in her mid-'30s that she couldn’t stick with it anymore. Hence, she was able to transition into real estate and also realized that she’s more interested in the investing side of it rather than the traditional one. A self-professed real estate junkie, Shannon believes that real estate investing is life’s greatest vehicle to personal and financial freedom. She enjoys helping seasoned or soon-to-be-seasoned investors grow and evolve their portfolios quickly while keeping their risks in check. Where some investors are comfortable spending money based on a hunch, Shannon lets the data do the talking. Shannon’s comprehensive and highly specific data enables her clients to quickly identify and target the highest performing areas in Los Angeles County--whether they’re seeking their next flip or income-generating opportunity. Behind her great interest in real estate investing is her plan of getting into a desert for sunbathing every day, all day long! She just really loves the deserts. What You Will Learn: <ul> <li>Shannon shares about an incredible financial tool that helps you pay down your debt in record time which also works for mortgages, student loans, car loans, business loans, medical debt, and tax debt.</li> <li>How the said financial tool works and why it was described as a “financial GPS”.</li> <li>How to manage the risks despite the rapidly changing economic situations.</li> <li>Shannon walks through how to use the financial program as a financial planner.</li> <li>The best way for people to connect with Shannon.</li> </ul> Additional Resources from Shannon Goldsmith: <ul> <li>Email: <a href="mailto:sg@shannongoldsmith.com">sg@shannongoldsmith.com</a></li> <li>Calendly: <a href="https://calendly.com/shannongoldsmith/15min" rel="nofollow" target="_blank">https://calendly.com/shannongoldsmith/15min</a></li> <li>Website: <a href="http://www.shannongoldsmith.com/" rel="nofollow" target="_blank">http://www.shannongoldsmith.com/</a></li> <li>United Financial Agent Opportunity: <a href="https://www.uffopportunity.com/fastwealthdreamteam" rel="nofollow" target="_blank">https://www.uffopportunity.com/fastwealthdreamteam</a></li> <li>LinkedIn: <a href="https://www.linkedin.com/in/shannon-goldsmith-WealthDreamTeam/" rel="nofollow" target="_blank">https://www.linkedin.com/in/shannon-goldsmith-WealthDreamTeam/</a></li> <li>Facebook: <a href="https://www.facebook.com/shannon.goldsmith.LARE" rel="nofollow" target="_blank">https://www.facebook.com/shannon.goldsmith.LARE</a></li> </ul>

Episode 65: A Walkthrough to an Incredible Financial Tool, with Shannon Goldsmith