When financial expertise meets visionary strategy, the result is limitless possibilities. In this episode, Tim Yurek and Julie Weiss join forces to explore the powerful synergy between insurance and investing.
Tim Yurek, the founder and CEO of Tier 1 Capital, has spent over 35 years guiding families and businesses to financial freedom. A global thought leader, Tim’s insights have earned him a seat at the Million Dollar Round Table, placing him among the top 1% of professionals worldwide.
Julie Weiss, Managing Partner of Wealth Link Ventures, brings a wealth of experience as a Financial Advisor, Capital Raiser, and Project Consultant. With a passion for transforming the financial destinies of business owners, Julie’s approach goes beyond money she helps clients build wealth that impacts every aspect of their lives. Together, Tim and Julie share strategies to minimize risk, maximize wealth, and create enduring legacies.
HIGHLIGHTS FROM THE EPISODE
1. Real estate journey
2. Insurance & investment
3. Infinite banking
4. Guide to investing
5. Tax efficiency
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Website: www.capitalmatchmakers.com
Website: www.tier1capital.com
Link: https://wealthlinkventures.com/JKAM
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