Financial Crossover the podcast is owned and hosted by Vic Kapauan, a Financial Advisor and 2020 MDRT qualifier. The aim of this podcast is purely to educate people about insurance, investments, and personal finance so you'll be able to choose the right financial products for yourselves.
Hopefully my tips will help you grow your wealth, protect your income and secure your future through the right Insurance and Investment solutions.
The global markets offer greater growth, are more diverse, and are more flexible. But before deciding to start investing, it is important to read, research and prepare so that you know exactly what you are getting into.
Enter my guest for this eposide, Ms. Jena Formoso, a fellow financial advisor and MDRT of Philam Life, who offers a unique proposition to her clients by helping them learn about investing via e-toro, an international trading platform that allows Filipino's to invest in the global markets.
We encourage in investing in products that you have full understanding of so that you know what the risks and rewards are. That is why Jena and her team offer FREE learning sessions every Wednesday and Saturday via video conferencing. Just sign-up for a session below:
bit.ly/LearnCopyTrading (http://bit.ly/LearnCopyTrading?fbclid=IwAR3kk6lvt1hVmqYuktiszCVsopRT2uK_LrWgEA3BQplkdv6sGvKn3WmXZXI)
If you want a more in-depth look at investing and investment strategies with seasoned investors, you may also sign-up below. Note that this is a series of paid sessions but one that will connect you with experts in their fields that will help you shorten your learning curve of investing.
bit.ly/TheKnowledgeQuadrant (http://bit.ly/TheKnowledgeQuadrant?fbclid=IwAR3kk6lvt1hVmqYuktiszCVsopRT2uK_LrWgEA3BQplkdv6sGvKn3WmXZXI)
28 Aug 2020
08: Tips on Escaping Your 9 to 5
On the pod today is an old officemate turned entrepreneur, Mr. Mark Siggaoat
Mark is the owner of Nelmann's Nipa Huts in San Vicente, Port Barton, Palawan.
Like many of us, he started out as an employee, having a 9 to 5, but was able to actually transition out of that and open his dream business in Palawan, Marrying the 2 things he loves most -- Being at the beach and having his own business.
Listen in as I ask him about how he was able to launch his business off the ground in an island that was just voted the most beautiful island in the world!
You can also subscribe to his youtube channel here: https://www.youtube.com/user/msig15 (https://www.youtube.com/user/msig15)
19 Aug 2020
07: What is it Like to be a Financial Advisor?
I was recently invited to speak at a national business opportunity program or a (BOP) for Philam Life, so we can show recruits and would be financial advisors what it's like being an insurance entrepreneur.
In this BOP, I asked to share about how I transitioned from being an employee and now having my own insurance business (among others)
I have the recording of the session, and while we had 3 speakers that day, I am only sharing the portion which I conducted, as I was not able to secure the permission of the other speakers.
So if you anyone is wondering what it's like being in this type of work/business, then please do listen in!
7 Aug 2020
06: What to Expect When You Work on a Cruise Ship
Working as a Seaman is an exciting job! You get to travel and see the world and earn a good salary at the same time. However, with all these perks comes a lot of responsibilities.
In this episode, I am joined by Mr. Siegmund Go, a former cruise ship employee, where he shares his experiences working in the kitchen of a cruise ship. From 16 hour work shifts, to experiencing a category 2 hurricane at sea, and managing money as a 25 year old.
This is an episode for ALL aspiring Seamen as well as current crew members. 1
2 Aug 2020
05: Financial Lessons I Learned In My 20's
In this episode, I take a break from the 50 questions about life insurance series, to talk about some lessons I learned about money during my 20's.
I talk about setting your own goals and not having to live up to goals other people have for you. I also talk about handling debt, especially credit cards, And I talk about forming good habits in-terms of savings so that when you reach my age, you would know how to meet your financial obligations better.
Thank you and happy listening!
29 Jul 2020
04: 50 Questions About Life Insurance - Part 2
In the second part of the series of 50 Questions About Life Insurance, I invited and old colleague from the banking industry, who like me, transitioned to insurance last year. She is currently an advisor of PRU LIFE UK, where they specialize in Variable Life Insurance plans. Welcome to the podcast, Ms. Jenky Fame! Thank you for sharing your inputs and educating us more on VUL products.
25 Jul 2020
03: 50 Questions About Life Insurance - Part 1
We start our 5 part series called "50 Questions About Life Insurance"!
In this episode I am joined by my colleagues from Philam Life, Tobie Pe and Greggy Gomez, to answer the most basic questions about Life insurance that we get from our prospects and clients.
Tobie and Greg are multiple time MDRT qualifiers and have achieved a lot on in the insurance industry, and are therefore very knowledgeable about the ins and outs of life insurance products. Join us as we answer the first batch of questions.
23 Jul 2020
02: My First Real Estate Purchase
In the 1st episode of Financial Crossover the podcast I share the story of my first foray into real estate. My experiance wasn't all roses dripping in diamonds, but I learned many valuable lessons that I use today.
22 Jul 2020
01: Intro
Welcome to Financial Crossover the podcast! In this pod, we aim to provide education on insurance, investments and personal finance in general. I aim to do that by having different guests on my pod who will share the knowledge they have in their respective fields. ABSOLUTELY NO SELLING. Just free information.
Contact Financial Crossover The Podcast.
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