You're An Asset
Join CaseyTheDollar on the You're An Asset Podcast – the place where we find out who is an asset in the financial industry... and who is just an ass. Each week we discuss topics like Index Universal Life, Annuities, Whole Life, and other financial products in the industry as well as the people that advertise them. If you're looking for honest, factual, information with a no BS approach to finance industry – you're in the right place.
Episodes
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In our season finale, the team sits down for an intimate and candid conversation as we dive into the world of social media finance influencers.
Using BrokerCheck, we uncover disclosures, explore red flags, and discuss what it all means for the advice these creators are giving. Are they as trustworthy as they seem?
Tune in for an eye-opening discussion that pulls back the curtain on the financial ...
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In this episode, we reveal why an Indexed Universal Life (IUL) policy could be the ultimate tool for real estate investors.
Learn how to leverage cash value for property deals, maximize liquidity, and build long-term wealth—all while protecting your financial future.
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On this podcast – we find out who is an asset, and who...
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Today we sit down with a life insurance industry veteran who’s spent over 30 years mastering the ins and outs of the business.
From policy design strategies to common misconceptions, we dive deep into the lessons he’s learned throughout his career.
Whether you're an agent, policyholder, or just curious about life insurance, this masterclass will give you valuable insights and expert tips to help you make smar...
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Start 2025 on the right financial foot with our top book recommendations to unlock your money mindset and build wealth like never before.
In this episode, we dive into must-read financial books that will inspire, educate, and guide you toward smarter money decisions.
Whether you’re looking to grow your savings, start investing, or take control of your financial future, these books are the perfect way to kick of...
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In this episode, we break down Primerica’s Playbook—exploring their recruiting tactics, the misinformation they often spread, and why their policies can end up costing clients more.
We expose the realities behind their sales strategies, discuss the impact of their approach on clients, and compare it to smarter alternatives.
If you’ve ever wondered what’s really going on behind the scenes at Primerica, this ep...
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In this episode, we take a deep dive into the world of Indexed Universal Life (IUL) fees.
From policy charges to administrative costs, we break down exactly what you’re paying for and how these fees change over time. With insights from multiple carriers, we uncover the factors that influence costs and what they mean for your policy’s performance.
Whether you’re considering an IUL or already own one, this epis...
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In this bold and unapologetic episode, we sit down with an entrepreneur who’s turning heads with their innovative use of life insurance.
From funding ventures to creating long-term wealth strategies, they share how an IUL has become their ultimate financial tool.
If you’re ready to stop making excuses and start taking control of your financial future, this episode is the wake-up call you need.
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So on this pod...
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In this episode, we sit down with a former whole life agent who made the leap to what some call 'the dark side' of life insurance — Indexed Universal Life...
Hear firsthand why they made the switch, the challenges they faced, and the game-changing benefits they’ve discovered with Indexed Universal Life policies.
If you’ve ever wondered what motivates agents to leave whole life behind, this episode is packed w...
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In this episode, we tackle a common question from (usually) Primerica agents: Why do insurance carriers allow improperly structured policies?
The answer lies in their focus on selling death benefit coverage. As long as clients are paying for coverage, carriers aren’t concerned with whether the policy is optimized for cash value accumulation.
Tune in to understand the priorities and incentives behind policy st...
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Ever wondered what it’s like to work with Power 3 Financial? In this episode, we take you behind the scenes to explore our approach, client experience, and how we help clients build financial security through innovative life insurance strategies. Discover what makes Power 3 Financial different.
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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑
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Welcome to SEASON 3 of the Your're an Asset Podcast! 🎉
Join Casey, Mical, and Ryan as they recap the highlights of all of our Season 2 guests
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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑
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Goodbye to Season 2! 😭
Join Casey, Mical, and Ryan as they recap the highlights of all of our Season 2 guests
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Welcome to Season 2! 🎉
Join us for an eye-opening episode as we sit down with Matt Schloss, also known as @Money.Myth.Buster, to dissect the legal battles between WFG and Eric Olsen's GFI.
In a candid conversation, we put Matt to the test, probing his industry knowledge and ethical standards.
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So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑
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Welcome to Season 2! 🎉
Today we open up the floor for questions from our live studio audience!
Although...Dustin Wylie called in and became today's guest 🙂
We talked about industry gossip, taxes, premium finance, trusts, fixed indexed annuities, commission and much more!
So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑
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Welcome to Season 2! 🎉
Justice of OC Justice Initiative returns for round two as we discuss uncomfortable topics including the continued atrocities in Gaza as well as the distractions Americans face that prevent us from engaging with these very real-world circumstances.
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It's hard to know who to trust!
So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑
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Welcome to Season 2! 🎉
Join us for this interesting episode as we dive into the intriguing world of sovereignty and personal freedom with Casey and Ryan of Power 3 Financial. In this discussion centered around Trent Goodbaudy's book 'Freedom from Government,' we explore thought-provoking 'what if' scenarios surrounding the concept of becoming a sovereign citizen. Delve into the complexities of sovereignty, pe...
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Welcome to Season 2! 🎉
Join us for a thought-provoking episode as we delve into the importance of ethics in the insurance industry with today's guest Sasan Shir. Explore the moral compass guiding Sasan's mission to call out bad agents and uphold integrity. Gain insights into the ethical challenges faced in the industry and discover strategies for promoting honesty and accountability in the field.
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It's hard ...
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Welcome to Season 2! 🎉
In this episode of the 'You're an Asset' podcast, Casey invites MK, a financial industry expert, to converse about her journey in the insurance industry and how she has created meaningful impact in her community. They discuss overcoming systemic bias, the importance of financial literacy, and the power of creating space for marginalized voices. They also touch on common misconceptions a...
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Welcome to Season 2! 🎉
In this episode, we sit down with P3F's own Mical Marshall to dive deep into the world of fixed index annuities. Join us as we explore the challenges of market volatility affecting 401(k) balances and learn about a market-proof solution to safeguard your retirement.
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It's hard to know who to trust!
So on this podcast – we find out WHO is an asset, and WHO is just an ass...🍑
Follow Casey ...
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Welcome to Season 2! 🎉
In this revealing episode, we sit down with Pritpal Singh Narang to dive deep into his extensive experience as a life insurance professional. From navigating death claims to shedding light on shady business practices, Pritpal shares candid insights from his journey in the industry. Join us as we explore the highs, lows, and lessons learned, offering a behind-the-scenes glimpse into the ...
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