We Wish You Wealth

Dani

Valuable information and education on how to use the different types of life insurance strategies to reach your financial goals and elevate your money mindset.

  1. 06/17/2024

    WWYW Episode 17- Medicare Basic with Rob Woodard

    In this episode we welcome back Rob Woodard, former CFP and now licensed Medicare broker to advise on what types of Medicare are available and how to choose what type is appropriate for you. Please reach out to us if you have any further questions. TikTok.com/@dolla_sign_dani TikTok.com/@gordon.chavez

  2. 04/25/2024

    WWYW Episode 16- Cryptocurrency

    In this episode we have special guest Mr. Austin Humphries discuss the basics of cryptocurrency, centralized and decentralized wallets and how to overcome your fear of investing in this futuristic digitalized currency. Reach out to us with any questions if you have yet to begin your crypto journey. www.wewishyouweal.com tiktok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@becoming_financiallyeducated

  3. 04/21/2024

    We Wish You Wealth Episode 15- Properly Structured IUL's

    In this episode we discuss how affordable term policies are for 30,40,and 50 year old and show how to properly versus improperly structure and indexed universal life insurance policy. If you are in the market for an IUL or happen to have one and would like a policy review, don't hesitate to reach out to myself (Dani Sommer), Rubit Ramos or Gordon Chavez as we would love to assist you and answer any questions you may have around these intricate/ complex products. www.wewishyouwealth.com tiktok.com/@dolla_sign_dani tiktok.com/@becoming_financiallyeducated tiktok.com/@gordon.chavez

  4. 03/29/2024

    WWYW Episode 14- Financial Freedom Planning

    In this episode we have Mr. Christopher Parks discuss the importance of financial planning and how to prioritizing your finances is the only way you will gain the financial freedom that you seek. Reach out to us if you need assistance in gaining a better understanding as to where your money is really going. TikTok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@rubitramos_

  5. 03/16/2024

    We Wish You Wealth Episode 13 - Financial Planning w/ Rob Woodard

    In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics. if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below: TikTok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@rubitramos_

  6. 02/26/2024

    We Wish You Wealth

    In this episode we welcome back Mr. Shanne Sledder 22 year mortgage advisor from RMW loans to to discuss the housing market forecast and if now is a good time to tap into your equity. please don't hesitate to reach out to any of the links below with any questions that you may have or if you are looking to add real estate to your financial portfolio. TikTok.com/@dolla_sign_dani TikTok.com\@gordon.chavez tiktok.com/@rubitramos_ also, please be sure to subscribe to our YouTube channel to visit us live at: www.wewishyouwealth.com

  7. 02/13/2024

    We Wish You Wealth Episode 11- Reverse Mortgage

    In this episode we conduct a Q&A with Shane Sleder, a 22 year mortgage advisor based out of San Diego, California. He advises on what exactly the reverse mortgage program is along with how they can assist seniors with long term care, medical expenses, if a reverse mortgage makes sense for retirees who don't have an immediate need and much more. Please feel reach out if you have questions at any of the links provided below: www.sandiegomortgagenews.com TikTok.com/@dolla_sign_dani TikTok.com/@gordon.chavez TikTok.com/@rubitramos_

  8. 01/26/2024

    We Wish You Wealth Episode 10- Tax Software or tax advisor

    In this Episode we discuss when it is appropriate to utilize talk software and when it is appropriate to use a tax advisor, What roles other financial planners play in preparing your taxes and how to know you have maximized your refund. Reach out to Pamela Ferguson for any of your tax concerns. www.wewishyouwealth.com tiktok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@pamela_ferguson tiktok.com/@rubitramos_

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About

Valuable information and education on how to use the different types of life insurance strategies to reach your financial goals and elevate your money mindset.

Information

  • Creator
    Dani
  • Years Active
    2023 - 2024
  • Episodes
    17
  • Rating
    Clean
  • Copyright
    © Dani
  • Show Website
    We Wish You Wealth