Sep 14, 2023
Are you truly prepared for retirement?
What if you could fund major purchases—like cars or college tuition—without going to a bank?
What if your retirement plan didn’t depend on volatile markets or hidden fees?
And what if you could create a financial future that allowed you to help your family while preserving your wealth long-term?
In this episode, Steven's career journey, insights on financial independence, and honest commentary about today’s retirement challenges offer powerful takeaways for anyone interested in building a more secure future.
⚉ Building a business in a traditional industry
⚉ What is "Bank On Yourself" strategy?
⚉ When your clients become advocates
⚉ How to eliminate unnecessary taxes legally
⚉ From a product into a mission
⚉ What is the “infinite banking” concept?
⚉ A source of tax-free retirement income
⚉ When should you convert a traditional IRA to a Roth IRA?
⚉ Creating guaranteed lifetime income with annuities
⚉ How to grow with market upswings while avoiding losses
⚉ Client Service as the cornerstone of success
⚉ Inside Steven's financial planning approach
⚉ The power of personalized service
⚉ How to be unforgettable to clients
Steven Step is the President of A Step Ahead Financial Inc.,
co-author of The Secret to Lifetime Security. Steven has thirty
years of experience helping hundreds of families build wealth, save
taxes, and retire comfortably.
CONNECT WITH STEVEN:
🔗 Website: https://www.bankonyourself.com/findoutmorenow
🔗 LinkedIn: https://www.linkedin.com/in/stevenstep/
CONNECT WITH PATIENCE:
🔗 Website: https://onlinesuccessjourney.com/
🔗 Facebook:
https://www.facebook.com/onlinesuccessjourney/
🔗 Instagram:
https://www.instagram.com/onlinesuccessjourney/