Episode 1 - Hal Rogers of Gold Tree Financial
Released Tuesday, 1st October 2019
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Episode 1 - Hal Rogers of Gold Tree Financial
Episode 1 - Hal Rogers of Gold Tree Financial
Tuesday, 1st October 2019
Good episode? Give it some love!
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Paul Lalonde of Dig That Moat! and Insurance Wagon discuss some of basics of estate planning to client consideration on the first episode of DTM!
Paul is the Owner and Chief Asset Protector at Insurance Wagon, an independent insurance agency operating out of Jacksonville, FL.
Hal is now retired and was the former President of Gold Tree Financial in Jacksonville, FL.
Let's dig them moats - Paul
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From The Podcast
Dig That Moat!
Dig That Moat! A a podcast on protecting what matters most… your kingdom.DTM! was born after 15 years in the insurance business. Seeing people lose, when they thought they were winning. Watching people sweat, wondering if they just lost the keys to the kingdom. Then conversely, watching people smile when they knew they made the right choices. Proud to see their daughter get a scholarship to school, even through they saved up enough money to put her through on their own. Making the right decisions today will directly affect how successful you remain in the future.So what’s the theory behind DTM… Well, let’s think about a 13th century castle and how there’s a moat built around it. That was a main form of home defense back them. Think about a draw bridge which raises and lowers at your command. Think of the high castle walls, then having those walls filled with all the people you care about and all the things you desire. That moat is protecting the outsiders from getting at your dreams, loved ones and money. You need to dig that moat deep. Fill it with cold water and rabid alligators. Think M.O.A.T. = Mother Of All TrenchesProtect what is yours. Insulate yourself from the garbage of others – homes they can’t afford, fancy cars, jewelry, fake social media. If what others have is what drives you… you will eventually fail at retirement… most likely also at parenting, business ownership and the basics of life.How do we build on this DTM! mentality and mindset? Dig that deep moat and work hard at keeping it full of the "weapons" needed to protect yourself and family financially.I hope you enjoy - PaulJoin Podchaser to...
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