You're An Asset

Hosted by CaseyTheDollar

BusinessInterviews guests

Website RSS feed

Episodes

Latest episode

Jan 2025

Language

About the show

Join CaseyTheDollar on the You're An Asset Podcast – the place where we find out who is an asset in the financial industry... and who is just an ass. Each week we discuss topics like Index Universal Life, Annuities, Whole Life, and other financial products in the industry as well as the people that advertise them. If you're looking for honest, factual, information with a no BS approach to finance industry – you're in the right place.

Listen to episodes

44 recent

January 22, 202554 min

Season Finale: Exposing Finance Creators on BrokerCheck

🎥 Watch on YouTube! 👈BrokerCheck.orgIn our season finale, the team sits down for an intimate and candid conversation as we dive into the world of social media finance influencers.Using BrokerCheck, we uncover disclosures, explore red flags, and discuss what it all means for the advice these creators are giving. Are they as trustworthy as they seem?Tune in for an eye-opening discussion that pulls back the curtain on the financial advice industry.--On this podcast – we find out who is an asset, and who is just an ass...🍑Follow Casey on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

January 15, 202544 min

The Ultimate Tool for Real Estate Investors

🎥 Watch on YouTube! 👈Try our FREE Fix and Flip CalculatorJoin our "Say Goodbye to Hard Money Lenders" TrainingIn this episode, we reveal why an Indexed Universal Life (IUL) policy could be the ultimate tool for real estate investors. Learn how to leverage cash value for property deals, maximize liquidity, and build long-term wealth—all while protecting your financial future.--On this podcast – we find out who is an asset, and who is just an ass...🍑Follow Casey on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

January 8, 202532 min

The Life Insurance Masterclass: Lessons from 3 DECADES of Experience

🎥 Watch on YouTube! 👈Today we sit down with a life insurance industry veteran who’s spent over 30 years mastering the ins and outs of the business. From policy design strategies to common misconceptions, we dive deep into the lessons he’s learned throughout his career. Whether you're an agent, policyholder, or just curious about life insurance, this masterclass will give you valuable insights and expert tips to help you make smarter financial decisions.--So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑Follow Casey on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

January 1, 202533 min

Money Moves in 2025: Must-Read Financial Books

🎥 Watch on YouTube! 👈Start 2025 on the right financial foot with our top book recommendations to unlock your money mindset and build wealth like never before.In this episode, we dive into must-read financial books that will inspire, educate, and guide you toward smarter money decisions.Whether you’re looking to grow your savings, start investing, or take control of your financial future, these books are the perfect way to kick off the new year.--So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑Follow Casey on:TikTok | InstagramFollow Mical on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

December 18, 202437 min

Primerica’s Playbook: Misinformation, Recruitment, and Expensive Coverage

🎥 Watch on YouTube! 👈In this episode, we break down Primerica’s Playbook—exploring their recruiting tactics, the misinformation they often spread, and why their policies can end up costing clients more. We expose the realities behind their sales strategies, discuss the impact of their approach on clients, and compare it to smarter alternatives. If you’ve ever wondered what’s really going on behind the scenes at Primerica, this episode is a must-listen.--So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑Follow Casey on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

December 11, 202421 min

IUL Fees Explained: What You Pay and How It Changes

🎥 Watch on YouTube! 👈In this episode, we take a deep dive into the world of Indexed Universal Life (IUL) fees. From policy charges to administrative costs, we break down exactly what you’re paying for and how these fees change over time. With insights from multiple carriers, we uncover the factors that influence costs and what they mean for your policy’s performance. Whether you’re considering an IUL or already own one, this episode is essential listening to understand the true cost of your financial strategy.--So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑Follow Casey on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

December 4, 202426 min

"Quit being a b*tch and buy an IUL": How This Entrepreneur Mastered the IUL Game

🎥 Watch on YouTube! 👈In this bold and unapologetic episode, we sit down with an entrepreneur who’s turning heads with their innovative use of life insurance. From funding ventures to creating long-term wealth strategies, they share how an IUL has become their ultimate financial tool. If you’re ready to stop making excuses and start taking control of your financial future, this episode is the wake-up call you need.--So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑Follow Casey on:TikTok | InstagramSubscribe to Zach Adkins on:YoutubeFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

November 27, 202448 min

Exploring the "Dark Side": IUL vs. Whole Life

🎥 Watch on YouTube! 👈In this episode, we sit down with a former whole life agent who made the leap to what some call 'the dark side' of life insurance — Indexed Universal Life... Hear firsthand why they made the switch, the challenges they faced, and the game-changing benefits they’ve discovered with Indexed Universal Life policies. If you’ve ever wondered what motivates agents to leave whole life behind, this episode is packed with insights you won’t want to miss.--So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑Follow Casey on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

November 20, 202413 min

Selling Coverage: Why Cash Value Isn’t the Carrier’s Concern

🎥 Watch on YouTube! 👈In this episode, we tackle a common question from (usually) Primerica agents: Why do insurance carriers allow improperly structured policies? The answer lies in their focus on selling death benefit coverage. As long as clients are paying for coverage, carriers aren’t concerned with whether the policy is optimized for cash value accumulation. Tune in to understand the priorities and incentives behind policy structures and how they impact clients seeking cash value growth. Learn why it's crucial to work with experts who prioritize your financial goals, not just the agent's bottom line.--So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑Follow Casey on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!

November 13, 202413 min

Guided to Success: A Look at Power 3 Financial’s Approach

🎥 Watch on YouTube! 👈Ever wondered what it’s like to work with Power 3 Financial? In this episode, we take you behind the scenes to explore our approach, client experience, and how we help clients build financial security through innovative life insurance strategies. Discover what makes Power 3 Financial different.--So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑Follow Casey on:TikTok | InstagramFollow You're An Asset on:TikTokFollow Power 3 Financial on:TikTok | Instagram | Facebook📞 Schedule a Call «💻 Visit our Website «✉️ Send us an email «Thanks for listening!