In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...
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In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...
EP 44: Why EVERY Millionaire Has Trauma Around Money (Wealth Manager Exposes The Truth)
Think Outside The Stocks
57 minutes
4 months ago
EP 44: Why EVERY Millionaire Has Trauma Around Money (Wealth Manager Exposes The Truth)
What if wealth management wasn’t just about numbers, but about transforming who you become? In this profound episode, host Madhavi Jain sits down with Tim “Jai” Baker, a wealth manager who has spent over four decades revolutionizing how we think about money, values, and life purpose. After losing his daughter in 2005, Tim’s journey to India led to a spiritual awakening that completely transformed his approach to wealth management. Now known as “Jai” (meaning “victory” in Hindu), he blends ps...
Think Outside The Stocks
In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care. Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting the...
