Today’s guest is Megan Betker.
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Today’s Guest
Megan Betker
Megan is a Wealth Coach, authorized infinite banking practitioner and active real estate investor with Vantage Point Financial. She empowers business owners, families, and real estate investors to make financial changes that help them achieve their life goals and secure a thriving future. Her goal is to provide a sense of ease and control when it comes to money and growing wealth so more time, energy and attention can be given to what her clients care about the most. Megan is from Victoria, BC.
- Vantage Point Financial | Website
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You’ll Learn:
In this episode, Megan shares her personal journey from working at traditional banks to becoming an independent wealth advisor. We dive into wealth-building strategies like real estate investments, the Infinite Banking Concept (IBC), and how parents can build a financial legacy for their kids.
Key Takeaways:
- How tension and stress about money in Megan’s childhood shaped her future career and investment choices.
- What the Infinite Banking Concept is and how it works as a wealth-building strategy.
- Practical ways parents can teach kids financial literacy and develop an abundance mindset.
- Why real estate investing aligns with long-term financial independence.
- The pros and cons of IBC compared to traditional savings accounts like RESPs and RRSPs.
Resources
- Book Recommendation: “10x Is Easier Than 2x” by Dan Sullivan and Dr. Ben Hardy
- Connect with Megan on Instagram @MeganBetker
- Learn more about Megan’s services at VantagePointFinancial.ca
Thanks for listening!
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Thanks to Megan for joining me this week!
In case you missed it, make sure to catch up on the last episode “Episode 058: The Family Board Meeting: How to Build Deep Connections & Financial Freedom with Jim Sheils”!
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