4 episodes

This father-daughter duo is a fun, over-functioning team that covers the value in investing in life insurance and creating a better future. Together they demystify the stigma and myths of this long term wealth strategy inviting all, whether you’re beginning your career or a senior C Suite executive, to listen and learn.

Disclaimer:
This show does not intend to give you advice on how to spend your money and does not leave us responsible for your decision.. All investment strategies and investments involve risk of loss. Nothing contained on this podcast should be construed as investment advice. Any reference to an investment's past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.

Rags to Riches: Money Matters Mr. Thrive Media

    • Business
    • 5.0 • 1 Rating

This father-daughter duo is a fun, over-functioning team that covers the value in investing in life insurance and creating a better future. Together they demystify the stigma and myths of this long term wealth strategy inviting all, whether you’re beginning your career or a senior C Suite executive, to listen and learn.

Disclaimer:
This show does not intend to give you advice on how to spend your money and does not leave us responsible for your decision.. All investment strategies and investments involve risk of loss. Nothing contained on this podcast should be construed as investment advice. Any reference to an investment's past or potential performance is not, and should not be construed as, a recommendation or as a guarantee of any specific outcome or profit.

    Episode 4: BYOB (Be Your Own Bank)

    Episode 4: BYOB (Be Your Own Bank)

    Mia takes the reigns to provide a little known secret in the financial world... You can be your own bank! Listen in as Mia and Scott of Roth IUL give tips and tricks on how you can fully utilize your life insurance policies.
    About:
    RothIUL.com is comprised of a group of licensed retirement and financial professionals who have spent years in the industry, particularly in the IUL market. Our experience comes from the public sector providing benefits to front line and essential workers. Much of our success has come from finding solutions to benefit recipients who have particular needs. We pride ourselves on being able to provide benefits that nobody else offers.
    Unfortunately the conventional methods such as the traditional Roth have not kept pace with income levels. Our team can bridge the gap for those seeking to save money that can be removed in retirement, tax-free and we can engineer your account to meet all of your needs.
    An investment grade, tax-free, no limits Roth will help you achieve the perfect blend for you and your family. We believe your new Roth IUL account is so compelling and irresistible that you will tell your friends and relatives about all of its features and benefits.
    Our carrier has been in business for over 125 years, has assets of more than $1 Trillion, provides an iron clad No-Loss Guarantee, is A+ rated and has a host of benefits that meet our strict guidelines. Feel safe knowing all accounts will be opened by State Licensed professionals.
    We think you will be impressed with Roth IUL. Thank you in advance for giving us a look.

    • 26 min
    Episode 3: Do I Need Insurance?

    Episode 3: Do I Need Insurance?

    In this episode, Scott and Mia Sulak of Roth IUL recap on what the Roth IUL is. Listen to their in-depth crash course on similar policies of life insurance as they banter over the pros and cons on what's working and not working.
    About:
    RothIUL.com is comprised of a group of licensed retirement and financial professionals who have spent years in the industry, particularly in the IUL market. Our experience comes from the public sector providing benefits to front line and essential workers. Much of our success has come from finding solutions to benefit recipients who have particular needs. We pride ourselves on being able to provide benefits that nobody else offers.
    Unfortunately the conventional methods such as the traditional Roth have not kept pace with income levels. Our team can bridge the gap for those seeking to save money that can be removed in retirement, tax-free and we can engineer your account to meet all of your needs.
    An investment grade, tax-free, no limits Roth will help you achieve the perfect blend for you and your family. We believe your new Roth IUL account is so compelling and irresistible that you will tell your friends and relatives about all of its features and benefits.
    Our carrier has been in business for over 125 years, has assets of more than $1 Trillion, provides an iron clad No-Loss Guarantee, is A+ rated and has a host of benefits that meet our strict guidelines. Feel safe knowing all accounts will be opened by State Licensed professionals.
    We think you will be impressed with Roth IUL. Thank you in advance for giving us a look.

    • 34 min
    Episode 2: How the Market Reacts to Risk “Risky Business”

    Episode 2: How the Market Reacts to Risk “Risky Business”

    This market is unpredictable! Things used to be simpler. Today, there's very few ways to mitigate that kind of risk. Scott and Mia Sulak of RothIUL explain why the Roth IUL is one of the better and most reliable investments you can make in today's day and age. Scott and Mia share stories of their clients and how they helped them reshape their financial forecast.
    About:
    RothIUL.com is comprised of a group of licensed retirement and financial professionals who have spent years in the industry, particularly in the IUL market. Our experience comes from the public sector providing benefits to front line and essential workers. Much of our success has come from finding solutions to benefit recipients who have particular needs. We pride ourselves on being able to provide benefits that nobody else offers.
    Unfortunately the conventional methods such as the traditional Roth have not kept pace with income levels. Our team can bridge the gap for those seeking to save money that can be removed in retirement, tax-free and we can engineer your account to meet all of your needs.
    An investment grade, tax-free, no limits Roth will help you achieve the perfect blend for you and your family. We believe your new Roth IUL account is so compelling and irresistible that you will tell your friends and relatives about all of its features and benefits.
    Our carrier has been in business for over 125 years, has assets of more than $1 Trillion, provides an iron clad No-Loss Guarantee, is A+ rated and has a host of benefits that meet our strict guidelines. Feel safe knowing all accounts will be opened by State Licensed professionals.
    We think you will be impressed with Roth IUL. Thank you in advance for giving us a look.

    • 24 min
    Episode 1: Why Us

    Episode 1: Why Us

    Who are Scott and Mia Sulak? For the first time ever, this father-daughter duo introduce themselves, their upbringings, and their passions for finance, all while budding heads as family tends to do. Together, they aim to destigmatize the investment of life insurance by shedding light on the reasons YOU should start rethinking your future.
    About:
    RothIUL.com is comprised of a group of licensed retirement and financial professionals who have spent years in the industry, particularly in the IUL market. Our experience comes from the public sector providing benefits to front line and essential workers. Much of our success has come from finding solutions to benefit recipients who have particular needs. We pride ourselves on being able to provide benefits that nobody else offers.
    Unfortunately the conventional methods such as the traditional Roth have not kept pace with income levels. Our team can bridge the gap for those seeking to save money that can be removed in retirement, tax-free and we can engineer your account to meet all of your needs.
    An investment grade, tax-free, no limits Roth will help you achieve the perfect blend for you and your family. We believe your new Roth IUL account is so compelling and irresistible that you will tell your friends and relatives about all of its features and benefits.
    Our carrier has been in business for over 125 years, has assets of more than $1 Trillion, provides an iron clad No-Loss Guarantee, is A+ rated and has a host of benefits that meet our strict guidelines. Feel safe knowing all accounts will be opened by State Licensed professionals.
    We think you will be impressed with Roth IUL. Thank you in advance for giving us a look.

    • 23 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

choffmatt ,

Looking for great investment information? Look no further!

Huge fan of Mia and Scott’s knowledge and strategy. I love the energy and I feel like I can never learn enough!

Top Podcasts In Business

Money Rehab with Nicole Lapin
Money News Network
REAL AF with Andy Frisella
Andy Frisella #100to0
Prof G Markets
Vox Media Podcast Network
The Ramsey Show
Ramsey Network
The Economics of Everyday Things
Freakonomics Network & Zachary Crockett
Habits and Hustle
Jen Cohen and Habit Nest