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Protecting Your Retirement Funds From Tax
Manage episode 426781721 series 3561408
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Welcome to the Freedom Point Real Estate podcast! In today's episode, Jeremy Dyer is joined by an old friend, Jake Jacobs, who shares what he's learned through his battle with throat cancer, how indexed universal life insurance and the laser fund approach generally work, and more.
Want to learn more? Visit www.startingpointcapital.com
Jake Jacobs is a former professional and division 1 college football player. For 21 years he did sales for a Fortune 100 company selling 1.2-1.7 million per year. In 2019, he was diagnosed with stage 4 throat cancer and had a tumor on his vocal cord. After 5 surgeries, 35 rounds of radiation, and numerous chemo treatments, he ended up losing his voice box and now breathes through a stoma and speaks with a prosthetic. His 3 year cancer battle changed his perspective on life, and he hopes to help others through partnership. Jake currently represents a firm that specializes in retirement vehicles that are focussed on tax minimization.
CONNECT WITH JAKE JACOBS!
Website: https://www.wellnesshcadvantage.com/
LinkedIn: https://www.linkedin.com/in/jake-jacobs-8173643a/
Email: jake.jacobs@wellnesshcadvantage.com
CONNECT WITH JEREMY DYER!
Website: https://startingpointcapital.com/
Instagram: https://www.instagram.com/startingpointcapital/
LinkedIn: https://www.linkedin.com/in/jeremydyer
Facebook: https://www.facebook.com/startingpointcapital
Book a Call! https://calendly.com/startingpointcapital/discuss-investing-with-jeremy-dyer?month=2023-12
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