When did the interviewee say their father passed away?

Richard CanfieldPodcast Host and IBC Advisor, Ascendant Financial · Authorized Infinite Banking Practitioner | Author of 4 Books

Whole Life Insurance Transforms Lives!

15 May 2024 · 1 min

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A short excerpt from a May 15, 2024 YouTube conversation hosted by Richard Canfield in which the interviewee explains that their father died in 2020 and that event prompted them to learn about financial planning. The interviewee mentions using a Fisher Investment financial plan, researching via YouTube, finding Richard Canfield, and beginning to study whole life insurance as a tool that helped their mother after the death.

Questions this video answers

2020

Chapters

What transpired that all of a sudden said that you guys needed to start learning about new financial type of activities? Has it always been a hobby of yours, or is it something that just sort of you were pushed down a path of like, what else could we be doing when it comes to our financial condition?
I think when my dad passed away in 2020, I saw how life insurance transformed the next kind of journey steps for my mom. When I arrived back from Newfoundland, I began diving into finances. I think I was on a Fisher investment thing. I have it right here. It's financial plan for asset locations, account types. And the last piece of the pie was insurance through an algorithm. Getting a lot of financial advice through YouTube. I found you guys. And then I started learning about whole life insurance.