Wealth Management Report - Living Your Dreams
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November 9, 2022 7:55 PM
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Does IUL Work? | This Policy Locked In ALL Of Last Year’s Gains Even with the Market Down in 2022

Aaron is going to show you the results of a policy that is in it's 10th year.

Key Moments In This Episode
========================
0:00 Introduction & Summary
2.59 Projections at 3% and at 7.5% return
5:43 Diversification
6:40 Locking in gains
9:20 Looking at the 10th year
12:00 Looking at the death benefit
14:15 Taking out income
15:49 The take-aways from this video
17:47 Get your free copy of the LASERFund book!

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Wealth Management Report - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
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January 30, 10:37 PM
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Assets Rich People Never Buy And The Poor Always Do

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January 30, 10:37 PM
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Why Two Incomes Feel Safer Than One (But Aren’t)

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January 30, 5:38 PM
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The 100 Money Tips That Change EVERYTHING. (Eye-Opening)

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January 30, 5:32 PM
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Key Insights from AARP The Magazine, February/March 2026

Key Insights from AARP The Magazine, February/March 2026 | Wealth Management Report - Living Your Dreams | Scoop.it
Top Stories & Key Insights: (February–March 2026) 1. Midlife Is Being Redefined—Not Diminished A dominant narrative throughout this issue is that life after 50 is no longer about decline, but reinvention.
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January 30, 4:41 PM
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What the Slide in the U.S. Dollar Means for Consumers | WSJ News

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January 30, 4:37 PM
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Stay-at-home sons are here — and they’re not going anywhere

Stay-at-home sons are here — and they’re not going anywhere | Wealth Management Report - Living Your Dreams | Scoop.it
The rise of stay-at-home sons has sparked a national conversation about the changing values and expectations of young men in America.
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January 30, 2:19 PM
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7 Ancient Laws God Activates to Manifest Your Fortune (Biblically Proven!)

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January 30, 12:44 PM
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Income and wealth gaps increased in 3rd quarter of 2025: StatCan - National | Globalnews.ca

Income and wealth gaps increased in 3rd quarter of 2025: StatCan - National | Globalnews.ca | Wealth Management Report - Living Your Dreams | Scoop.it
The study breaks down economic accounts and distribution per quarter of each year to better understand how characteristics change over time.
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January 30, 10:35 AM
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While the number of 401(k) millionaires is up, 40% of households are at risk of a lower standard of living in retirement

While the number of 401(k) millionaires is up, 40% of households are at risk of a lower standard of living in retirement | Wealth Management Report - Living Your Dreams | Scoop.it
Though many are doing great with their 401(k)s, their success doesn't tell the whole story of retirement readiness in America.
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January 30, 10:10 AM
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Canadians change spending habits after holiday spree

Canadians change spending habits after holiday spree | Wealth Management Report - Living Your Dreams | Scoop.it
One-third of shoppers went overbudget in December: survey
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January 30, 10:10 AM
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Income gap increases in Q3

Income gap increases in Q3 | Wealth Management Report - Living Your Dreams | Scoop.it
Middle income families had weak wage gains, lower net savings: Statistics Canada
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January 29, 11:29 PM
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Do You Feel Broke? The Bank of Canada Says You’re Fine

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January 29, 10:16 PM
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3 reasons to retire at 62 with $1.5M or less that most experts ignore. You may be more secure than you think

3 reasons to retire at 62 with $1.5M or less that most experts ignore. You may be more secure than you think | Wealth Management Report - Living Your Dreams | Scoop.it
Most Americans consider $1.26 million to be the “magic number.”
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January 29, 10:10 PM
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How to buy gold in Canada

How to buy gold in Canada | Wealth Management Report - Living Your Dreams | Scoop.it
Gold prices have been on a hot streak. Here’s what to know if you want to cash in on the gold rush
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January 29, 10:09 PM
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This tiny B.C. city is one of the most livable in Canada – for those who can find it

This tiny B.C. city is one of the most livable in Canada – for those who can find it | Wealth Management Report - Living Your Dreams | Scoop.it
Pitt Meadows can be hard to spot beside the bustle of Metro Vancouver. But it’s one of Canada’s most livable cities
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January 29, 1:28 PM
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You’ll Never Feel Rich (And That’s the Point)

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January 29, 1:05 PM
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The "1/3 Land" Rule: Why Jews Prioritize Real Estate First

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January 29, 12:38 PM
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If I Had to Get Rich by 2027, This Is What I’d Do.

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January 29, 11:59 AM
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‘A trip to the grocery store is like a punch in the gut’ | Nanos on Canadians cutting costs

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January 29, 10:44 AM
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Comparing Life Expectancy in Major Economies 📊

Comparing Life Expectancy in Major Economies 📊 | Wealth Management Report - Living Your Dreams | Scoop.it
What We're Showing
This graphic shows life expectancy by country across the world’s 30 largest economies, based on data from the United Nations .

GDP…
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January 29, 10:32 AM
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8 Things You Should Do Differently With Your Money in 2026

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January 29, 1:29 AM
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The 7 Financial Mistakes God Doesn’t Want You to Make in 2026

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January 29, 1:10 AM
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How Rich Families Control Wealth Across Generations

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January 28, 9:21 AM
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3 Common Myths About Working With a Financial Planner

3 Common Myths About Working With a Financial Planner | Wealth Management Report - Living Your Dreams | Scoop.it
Think financial planners are only for the wealthy and that AI can replace human advice? Nope. Even people with moderate wealth need professional advice to help them achieve retirement goals and manage financial stress.
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January 28, 9:20 AM
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We Retired With $4.3 Million. My Wife Won't Spend 'Our Grandkids' Inheritance,' but I Want to Travel.

We Retired With $4.3 Million. My Wife Won't Spend 'Our Grandkids' Inheritance,' but I Want to Travel. | Wealth Management Report - Living Your Dreams | Scoop.it
I want to travel while we are still healthy, but my wife wants to pass down our wealth. Who is right? We asked financial advisers to weigh in.
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.