In this episode, Jake and Gino talk with Dylan Stewart. Dylan bought his first Whole Life policy when he was just 27 years. He analyzed the other instruments such as 401K and realized that investing in Whole Life policy is way better. Thanks to the multiple benefits that a Whole Life policy provides. Dylan was able to deploy the Dual Asset strategy by investing the cash value of his policy for real estate investing while having the insurance cover as well. You can do it too.
00:35 Why Dylan bought Whole Life Policy at 27 years age
02:50 Is 401K the right channel for you?
05:14 Design your life with personal financial engineering
07:11 How Investor Mindset works
08:36 Are you taking the responsibility towards your financial future
09:09 The next steps
11:18 What is Dual Asset strategy all about?
12:15 “Many people wish they started sooner. Almost nobody wishes they started later.” – James Clear
Jake & Gino are multifamily investors, operators, and mentors who have created a vertically integrated real estate company that controls over $225,000,000 in assets under management. They have created the Jake & Gino community to teach others their three-step framework: Buy Right, Finance Right and Manage Right®, and to become multifamily entrepreneurs.
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