You're An Asset
CaseyTheDollar
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About This Podcast
Join CaseyTheDollar on the You're An Asset Podcast – the place where we find out who is an asset in the financial industry... and who is just an ass.
Each week we discuss topics like Index Universal Life, Annuities, Whole Life, and other financial products in the industry as well as the people that advertise them.
If you're looking for honest, factual, information with a no BS approach to finance industry – you're in the right place.
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Recent Episodes
S3E11 Season Finale: Exposing Finance Creators on BrokerCheck
🎥 Watch on YouTube! 👈BrokerCheck.orgIn our season finale, the team sits down for an intimate and candid conversation as we dive into the world of social media finance influencers.Using BrokerCheck,…
S3E10 The Ultimate Tool for Real Estate Investors
🎥 Watch on YouTube! 👈Try our FREE Fix and Flip CalculatorJoin our "Say Goodbye to Hard Money Lenders" TrainingIn this episode, we reveal why an Indexed Universal Life (IUL) policy could be the…
S3E9 The Life Insurance Masterclass: Lessons from 3 DECADES of Experience
🎥 Watch on YouTube! 👈Today we sit down with a life insurance industry veteran who’s spent over 30 years mastering the ins and outs of the business. From policy design strategies to common…
S3E8 Money Moves in 2025: Must-Read Financial Books
🎥 Watch on YouTube! 👈Start 2025 on the right financial foot with our top book recommendations to unlock your money mindset and build wealth like never before.In this episode, we dive into must-read…
S3E7 Primerica’s Playbook: Misinformation, Recruitment, and Expensive Coverage
🎥 Watch on YouTube! 👈In this episode, we break down Primerica’s Playbook—exploring their recruiting tactics, the misinformation they often spread, and why their policies can end up costing clients…
S3E6 IUL Fees Explained: What You Pay and How It Changes
🎥 Watch on YouTube! 👈In this episode, we take a deep dive into the world of Indexed Universal Life (IUL) fees. From policy charges to administrative costs, we break down exactly what you’re paying…
S3E5 "Quit being a b*tch and buy an IUL": How This Entrepreneur Mastered the IUL Game
🎥 Watch on YouTube! 👈In this bold and unapologetic episode, we sit down with an entrepreneur who’s turning heads with their innovative use of life insurance. From funding ventures to creating…
S3E4 Exploring the "Dark Side": IUL vs. Whole Life
🎥 Watch on YouTube! 👈In this episode, we sit down with a former whole life agent who made the leap to what some call 'the dark side' of life insurance — Indexed Universal Life... Hear firsthand why…
S3E3 Selling Coverage: Why Cash Value Isn’t the Carrier’s Concern
🎥 Watch on YouTube! 👈In this episode, we tackle a common question from (usually) Primerica agents: Why do insurance carriers allow improperly structured policies? The answer lies in their focus on…
S3E2 Guided to Success: A Look at Power 3 Financial’s Approach
🎥 Watch on YouTube! 👈Ever wondered what it’s like to work with Power 3 Financial? In this episode, we take you behind the scenes to explore our approach, client experience, and how we help clients…
S3E1 How to Structure an IUL for Max Cash Accumulation 💰
🎥 Watch on YouTube! 👈Welcome to SEASON 3 of the Your're an Asset Podcast! 🎉Join Casey, Mical, and Ryan as they recap the highlights of all of our Season 2 guests--So on this podcast – we find out WHO…
S2E16 It's over...Season 2 that is – Recap with P3F
🎥 Watch on YouTube! 👈Goodbye to Season 2! 😭Join Casey, Mical, and Ryan as they recap the highlights of all of our Season 2 guests--So on this podcast – we find out WHO is an asset, and WHO is just an…
S2E15 WFG v. GFI with The Money Mythbuster
🎥 Watch on YouTube! 👈Welcome to Season 2! 🎉Join us for an eye-opening episode as we sit down with Matt Schloss, also known as @Money.Myth.Buster, to dissect the legal battles between WFG and Eric…
S2E14 🔴 LIVE Q&A...sorta
🎥 Watch on YouTube! 👈Welcome to Season 2! 🎉Today we open up the floor for questions from our live studio audience! Although...Dustin Wylie called in and became today's guest 🙂We talked about industry…
S2E13 A Follow-Up Discussion on Social Issues and Action w/ @OCJusticeInitiative
🎥 Watch on YouTube! 👈Welcome to Season 2! 🎉Justice of OC Justice Initiative returns for round two as we discuss uncomfortable topics including the continued atrocities in Gaza as well as the…
S2E12 Freedom from Government: Exploring the "What Ifs" of Sovereign Citizenship
🎥 Watch on YouTube! 👈Welcome to Season 2! 🎉Join us for this interesting episode as we dive into the intriguing world of sovereignty and personal freedom with Casey and Ryan of Power 3 Financial. In…
S2E11 The Moral Compass w/ Sasan Shir
🎥 Watch on YouTube! 👈Welcome to Season 2! 🎉Join us for a thought-provoking episode as we delve into the importance of ethics in the insurance industry with today's guest Sasan Shir. Explore the moral…
S2E10 Community Empowerment through Financial Literacy w/ MK
🎥 Watch on YouTube! 👈Welcome to Season 2! 🎉In this episode of the 'You're an Asset' podcast, Casey invites MK, a financial industry expert, to converse about her journey in the insurance industry and…
S2E9 401(k) Meltdown? Mical Marshall's Market-Proof Solution
🎥 Watch on YouTube! 👈Welcome to Season 2! 🎉In this episode, we sit down with P3F's own Mical Marshall to dive deep into the world of fixed index annuities. Join us as we explore the challenges of…
S2E8 From Claims to Confessions: An Insider Perspective w/ Pritpal Singh Narang
🎥 Watch on YouTube! 👈Welcome to Season 2! 🎉In this revealing episode, we sit down with Pritpal Singh Narang to dive deep into his extensive experience as a life insurance professional. From…
Frequently Asked Questions
You're An Asset has published 44 episodes since April 2023, covering topics in Business, Entrepreneurship.
You're An Asset is currently dormant with new episodes weekly. Average episode length is 35m.
Sign up on Grep.FM to access contact details for You're An Asset, including email and social media links.
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