We Wish You Wealth

In this episode we welcome back Rob Woodard, former CFP and now licensed Medicare broker to advise on what types of Medicare are available and how to choose what type is appropriate for you. Please reach out to us if you have any further questions. TikTok.com/@dolla_sign_dani TikTok.com/@gordon.chavez

In this episode we have special guest Mr. Austin Humphries discuss the basics of cryptocurrency, centralized and decentralized wallets and how to overcome your fear of investing in this futuristic digitalized currency. Reach out to us with any questions if you have yet to begin your crypto journey. www.wewishyouweal.com tiktok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@becoming_financiallyeducated

In this episode we discuss how affordable term policies are for 30,40,and 50 year old and show how to properly versus improperly structure and indexed universal life insurance policy. If you are in the market for an IUL or happen to have one and would like a policy review, don't hesitate to reach out to myself (Dani Sommer), Rubit Ramos or Gordon Chavez as we would love to assist you and answer any questions you may have around these intricate/ complex products. www.wewishyouwealth.com tiktok.com/@dolla_sign_dani tiktok.com/@becoming_financiallyeducated tiktok.com/@gordon.chavez

In this episode we have Mr. Christopher Parks discuss the importance of financial planning and how to prioritizing your finances is the only way you will gain the financial freedom that you seek. Reach out to us if you need assistance in gaining a better understanding as to where your money is really going. TikTok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@rubitramos_

In this episode we have guest speaker, Rob Woodard, 28 year CFP from Charles Scwhab join us and discuss what what the roles of a certified Financial planner are, who qualifies, how they monitor your investments and investment philosophies amongst many other topics. if you have a day have any questions or would like to get into contact with Rob personally, myself, Gordon Chavez, or Rubit Ramos can be contacted at the link provided below: TikTok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@rubitramos_

In this episode we welcome back Mr. Shanne Sledder 22 year mortgage advisor from RMW loans to to discuss the housing market forecast and if now is a good time to tap into your equity. please don't hesitate to reach out to any of the links below with any questions that you may have or if you are looking to add real estate to your financial portfolio. TikTok.com/@dolla_sign_dani TikTok.com\@gordon.chavez tiktok.com/@rubitramos_ also, please be sure to subscribe to our YouTube channel to visit us live at: www.wewishyouwealth.com

In this episode we conduct a Q&A with Shane Sleder, a 22 year mortgage advisor based out of San Diego, California. He advises on what exactly the reverse mortgage program is along with how they can assist seniors with long term care, medical expenses, if a reverse mortgage makes sense for retirees who don't have an immediate need and much more. Please feel reach out if you have questions at any of the links provided below: www.sandiegomortgagenews.com TikTok.com/@dolla_sign_dani TikTok.com/@gordon.chavez TikTok.com/@rubitramos_

In this Episode we discuss when it is appropriate to utilize talk software and when it is appropriate to use a tax advisor, What roles other financial planners play in preparing your taxes and how to know you have maximized your refund. Reach out to Pamela Ferguson for any of your tax concerns. www.wewishyouwealth.com tiktok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@pamela_ferguson tiktok.com/@rubitramos_

In this episode we discuss how to prepare individual income taxes and business taxes with our trusted tax advisor Pamela Ferguson. www.wewishyouwealth.com tiktok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@pamela_ferguson

In Epidote 8 of We Wish You Wealth Gordon Chavez, Rubit Ramos and myself discuss what we have learned about entrepreneurship and what we plan to achieve in year 2024. Please reach out to us at the links below with any questions: www.tiktok.com/@dolla_sign_dani www.tiktok.com/@gordon.chavez www.tiktok.com/@rubitramos_ www.wewishyouwealth.com

In this episode myself, Gordon Chavez and Rubit Ramos introduced a special guest and fellow associate who is not only a life insurance agent, but has 21 professional years as a tax advisor. We conduct a Q&A on multiple tax topics considering tax season is right around the corner. The questions are listed below... 1. What is the difference between tax credits and tax deductions? 2. Does the presidential campaign affect my tax refund? 3. What are tax strategies? 4. Should you file your tax return even when you are not required? 5. What is the difference between taxi vision and tax avoidance? 6. Why should I be concerned about taxes when it comes to insurance products? 7. For entrepreneurs, when is an LLC appropriate and when it is an S Corp. appropriate? 8. What is the corporate transparency act and why is it a new requirement for business entities? Please r reach out if you have any questions regarding the topics listed above. tiktok.com/@dolla_sign_dani tiktok.com/@gordon.chavez TikTok.com/@rubitramos_ www.wewishyouwealth.com

In this episode, myself (Dani Sommer) Gordon Chavez and Rubit Ramos discuss gratitude and how money is not the only thing in this life that makes you wealthy.

In this episode myself (Dani), Gordon Chavez and Rubit Ramos explore how to determine how much life insurance you may need by utilizing the D.I.M.E. method. *D- Death & Debts *I- Income Replacement *M- Mortgage *E- Education Please reach out if you have any questions as we would love to educate and help you determine how much coverage you need. We can also be contacted at the links below: tiktok.com/@dolla_sign_dani tiktok.com/@gordon.chavez tiktok.com/@rubitramos760

In this episode we discuss what IUL stands for, how soon someone can start and IUL, why more people don't know about this product, how it works (ie. premium, costs and fees, accumulation loan options, tax codes, lifetime income, and the 4 tenants to look for and ask questions about when speaking with your agent). Your hosts are Dani Sommer, Gordon Chavez and Rubit Ramos and we can be found on TIK TOK under the user names listed below.  ⁠www.tiktok.com/@dolla_sign_dani⁠⁠www.tiktok.com/@gordon.chavez⁠⁠www.tiktok.com/@rubitramos760⁠ frominquiries ⁠www.wewishyouwealth.com⁠

In this Episode we discuss the power and importance of Life Insurance with Living Benefits! Your hosts are Dani Sommer, Gordon Chavez and Rubit Ramos (who unfortunately was unavailable for this episode). We can be found on TIK TOK under the user names listed below with any questions or inquiries you may have to gain more information!  ⁠www.tiktok.com/@dolla_sign_dani⁠⁠www.tiktok.com/@gordon.chavez⁠⁠www.tiktok.com/@rubitramos760⁠ Please ⁠www.wewishyouwealth.com⁠

In this Episode we discuss the multiple reasons why life insurance is so beneficial. Your hosts are Dani Sommer, Gordon Chavez and Rubit Ramos and we can be found on TIK TOK under the user names listed below.  ⁠www.tiktok.com/@dolla_sign_dani⁠⁠www.tiktok.com/@gordon.chavez⁠ ⁠www.tiktok.com/@rubitramos760⁠ ⁠www.wewishyouwealth.com⁠

In this Episode we introduce ourselves and what we hope to educate our listeners about. Your hosts are Dani Sommer, Gordon Chavez and Rubit Ramos and we can be found on TIK TOK under the user names listed below. www.tiktok.com/@dolla_sign_dani www.tiktok.com/@gordon.chavez www.tiktok.com/@rubitramos760 You can also subscribe to our YouTube channel by clicking the link below: www.wewishyouwealth.com