See how we transformed a family Thanksgiving into a financial masterclass, teaching guaranteed lifetime income, passive income strategies, and family wealth planning. From life insurance tips to fun family quizzes and interactive activities, we show how to make money conversations engaging for all ages.

 

Learn practical strategies to host your own financial family reunion and create systems that grow and protect wealth across generations. Perfect for anyone curious about infinite banking, family finance, and financial freedom.

 

#FamilyWealth #MoneyMasterclass #FinancialFamilyReunion

 

Chapters:

0:00 – Intro & Podcast Welcome

0:23 – Thanksgiving Gathering & Tech Support

1:56 – Using Visuals & Money Topics

3:06 – Financial Family Reunion Overview

4:00 – Agenda & Five F’s: Faith, Family, Fun, Fitness, Finances

6:34 – Faith: Family Devotional

7:25 – Fun: Family Trivia Game

8:16 – Fitness: Secret Santa Book Exchange

9:40 – Family Updates & Highlights

10:42 – Purpose: Relational, Non-Sales Environment

11:46 – Jonah Leads Financial Discussion

12:36 – Planning Holiday Reunion Call

13:09 – Finance: Life Insurance Talk

14:25 – Income Strategy & Family Support

15:03 – Guaranteed Passive Income & Preparedness

15:30 – Reunion Highlights

15:46 – Closing & Facilitation Invitation



If you're ready to learn more about the Infinite Banking Concept (and put JDew to the financial advisory test), you've got to watch our full Save & Spend Presentation and then schedule your FREE call with us at: https://thebankingbros.com/save-and-spend-system-podcast-link

 

If you're interested in the source material (we didn't come up with this!), we'd highly recommend that you get a hold of R. Nelson Nash's book: Becoming your Own Banker (5th Edition) https://amzn.to/2ZMw0h6

 

You can learn more about us at: https://thebankingbros.com/save-and-spend-system-podcast-link

 

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