Hosted By
Wealth Without Bay Street EPISODE 135: Featuring on today’s episode is Monty Bhatia. Monty graduated from U of T as a Software Engineer and has been working in the Technology space for the past 20 years. He is also a real estate salesperson, real estate investor and Smith Manoeuvre Certified Ambassador. Monty practices the Infinite Banking Concept as well as The Smith Manoeuvre personally.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
2:53 How Monty Integrated IBC With The Smith Manoeuvre
8:57 Essence Of The Smith Manoeuvre
15:24 Implementing “Accelerators”
18:25 Where Do These Processes Integrate
22:56 Does This Affect Your Taxes
26:21 Advantages Of Using This Tool
32:45 Having Conversations About The Smith Manoeuvre
39:10 Who Would Monty Want To Be A Hero To
Connect With Monty:
Email: [email protected]
Contact: 647-234-0464
Joining Jayson and Richard today is National Director, Tax and Estate Planning at IDC Worldsource Insurance Network Inc. and fellow Infinite Banker, Frank Abate....
Wealth Without Bay Street EPISODE 111: Today on Wealth Without Baystreet, Richard and Jayson discuss how your whole life insurance policy cash value can...
Wealth Without Bay Street 183: Learn, Earn, and Build a Legacy with IBC We absolutely admire working with individuals who approach life with respect,...
