PODCAST · business
Dig That Moat!
by Paul Lalonde
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 you
-
1
Episode 1 - Hal Rogers of Gold Tree Financial
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
No matches for "" in this podcast's transcripts.
No topics indexed yet for this podcast.
Loading reviews...
ABOUT THIS SHOW
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 you
HOSTED BY
Paul Lalonde
CATEGORIES
Loading similar podcasts...
URL copied to clipboard!