45 episodes

At McIntyre Financial we value the relationship. We value the conversation. To have a person there for you is HUGE. We want to be HUGE for you. Just Ask! McIntyre Financial aims to be the trusted name in your investing life. We value our reputation. We don’t make money unless you make money. We value communication with our clients and make ourselves available to answer questions in person, virtually, by phone, text, Email or chat. We are here to meet your financial needs. Just Ask!

McIntyre Financial Report Greg McIntyre

    • Business

At McIntyre Financial we value the relationship. We value the conversation. To have a person there for you is HUGE. We want to be HUGE for you. Just Ask! McIntyre Financial aims to be the trusted name in your investing life. We value our reputation. We don’t make money unless you make money. We value communication with our clients and make ourselves available to answer questions in person, virtually, by phone, text, Email or chat. We are here to meet your financial needs. Just Ask!

    Using Life Insurance as a bank and for investment

    Using Life Insurance as a bank and for investment

    Ryan & Greg talk about how using life insurance can allow you to borrow money on great terms and also grow your investment in the policy.#beyourownbank #lifeinsurance #longtermcare #insurance #longtermcareinsurance #realestate #assetprotection #estateplanning

    • 15 min
    The power of a Trust

    The power of a Trust

    What is a trust and what can it do for you? There are several types of trusts that can be used to protect your assets. In this episode, Ryan Begley, Benefits Specialist, sits down with Elder Law Attorney, Eric Baker, to discuss what a trust is and how you can use it to help you achieve your financial goals while protecting your assets and preserving your legacy. Want to set up a trust? Give us a call today at 888-999-6600 to schedule your free consultation!

    • 5 min
    Why should you have a Financial Power of Attorney?

    Why should you have a Financial Power of Attorney?

    When considering planning for your retirement or the future of a loved one, a common question may arise: Why should I have a Financial Power of Attorney? Having a Financial power attorney in place with an insurance policy if something should go wrong is a solid plan and we are going to tell you why. Ryan Begley Benefits Specialist sits down with Eric Baker, Elder Law Attorney to discuss what a Financial Power of Attorney is, what it does, and how it can help you in that type of sit...

    • 3 min
    What is an Annuity? Can it be placed in a trust?

    What is an Annuity? Can it be placed in a trust?

    What is an annuity and how can it financially benefit you? Were you also aware that annuities could make you money? Say what?! In this episode of the McIntyre Financial Report, Ryan Begley, Benefits Specialist, sits down with a curious potential client and discusses annuities and how beneficial they can be when placed into a trust.

    • 7 min
    Charlotte Today Show - Get BOTH sides of the house in order

    Charlotte Today Show - Get BOTH sides of the house in order

    Get BOTH sides of the house in order. With McIntyre Elder Law & McIntyre Financial you get the best of both the legal and financial worlds. Protect assets and grow them with the dream team of McIntyre Elder Law and McIntyre Financial.#elderlaw #estateplanning #financialplanning #financialplanner #insurance #longtermcare #longtermcareinsurance #realestate #investing #retirement

    • 3 min
    Discover This Real Estate Tool To Protect Your Home!

    Discover This Real Estate Tool To Protect Your Home!

    How can you protect your largest asset, your home? This is a question many people would want to know the answer to. In this episode, Ryan Begley Benefit's Specialist, sits down with Eric Baker, Elder Law Attorney, and discusses an amazing real estate tool that allows you to remain in full control of your home, and can protect it against liens!

    • 4 min

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