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Episode #134 Is This The Perfect Way To Combine Whole Life With Investing?
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In this episode, I sit down with Ro Punyani to break down how someone who has spent decades professionally managing money actually builds his own family’s wealth.
We discuss why Ro says he would start with whole life insurance before stocks if he could do it all over again, how he pairs that foundation with ETFs and dividend-growth investing, and why cash flow has become such a major part of his…
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