QX Financial

12/10/2024

Hello everyone! Here's a quick video to give you some financial tips so that you can have a great 2025! Let us know if we can be of any help.

07/08/2024

New Podcast Episode Alert! 🎙️

We are excited to share the first part of our latest podcast episode: "10 Life Insurance FAQs".

Life insurance can be a complex topic, but we're here to make it simple and accessible. In this episode, Yanko Castro Ferto and Sharadee Allred answer some of the most frequently asked questions about life insurance, helping you make informed decisions about your financial security.

🔍 What You'll Learn:
- What types of life insurance policies are available and how do they differ?
- How do I determine the amount of coverage I need?
- What factors affect the cost of my life insurance?
- How does the cash value accumulation work in a whole life insurance policy?
- Can I convert a Term Life Insurance Policy to a Whole Life Policy?

🌟 Why You Should Listen: Understanding life insurance is crucial for protecting your loved ones and ensuring financial stability. Whether you're new to life insurance or looking to deepen your knowledge, this episode provides valuable insights and practical advice.

🎧 Listen Now: https://youtu.be/6SPlwKWGyp4

📆 Stay Tuned: This is just the first part! We'll be diving deeper into more essential questions in the second part, coming next week. Don’t miss it!

🔴 SUBSCRIBE: http://bit.ly/QXfinancialYouTube▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🤝BECOME OUR CLIENT ➡️✌️It only takes 3 steps 1. Watch our introduction video: • ...

06/18/2024

🎙️We're thrilled to announce that Part 2 of our QX Financial podcast series on saving for college education is now available!

In this episode, we explore alternative savings plans to the traditional 529 Plan. Learn about strategies that offer greater flexibility and additional benefits to help you achieve your financial goals.

🔍 What’s Inside?

- Insights on whole life insurance policies as an alternative to 529 plans

- Benefits of combining different savings strategies for maximum impact

- Practical advice from our expert, Sharadee Allred, who brings a unique perspective as a parent with children nearing college age

Don’t miss out on this valuable information that can transform your approach to saving for your children's education and other significant life goals.

👉 Watch Part 2 here: https://www.youtube.com/watch?v=dIARQ-YwIyg

📅 Missed Part 1? Catch up on everything you need to know about 529 plan: https://www.youtube.com/watch?v=R2oxSFmAd34&t=4s

🔔 Subscribe to our channel and share this series with anyone who might benefit from a smarter approach to financial planning!

🔴 SUBSCRIBE: http://bit.ly/QXfinancialYouTube▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🤝BECOME OUR CLIENT ➡️✌️It only takes 3 steps 1. Watch our introduction video: • ...

06/11/2024

Exciting News! Our latest episode of the QX Financial podcast is now live! 🎙️

In this two-part series, we delve into the critical topic of saving for college education. In Part 1, we cover everything you need to know about 529 plans—their benefits and how they work.

Featuring insights from our partner Sharadee Allred, who brings a unique perspective as a parent with children approaching college age and experience in higher education.

Stay tuned for Part 2 next week, where we'll explore alternative savings plans with added flexibility and benefits. You won't want to miss it!

👉 Watch the episode here:
https://www.youtube.com/watch?v=R2oxSFmAd34

🔔 Don't forget to subscribe and share with anyone who might benefit from this valuable information!

🔴 SUBSCRIBE: http://bit.ly/QXfinancialYouTube▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🤝BECOME OUR CLIENT ➡️✌️It only takes 3 steps 1. Watch our introduction video: https...

03/15/2024

Hello Facebook community,

🎧 New Podcast Episode Alert! 🎧

In the game of life, every choice you make involves finance—even if you're debt-free and paying with cash. How? Because you're investing your hard-earned labor into every transaction. 💰

Let's break it down: whether you're a saver or a debtor, both paths lead to the same destination—financial transactions. 💳 But here's the kicker: are you just spending or truly investing?

💡 Savers stash cash, spend, refill, and repeat. Debtors borrow, repay, borrow again, and start anew. But without compounding, both end up with zero equity. 📉

Let's rewrite the rules! Join Yanko Castro Ferto and Sharadee Allred to provide you with valuable insights and strategies to help you plan and secure your financial future.

🎙️ Listen now at: https://youtu.be/C4B6jT6KaOU?si=YkOMUkx4e7xkuxjr

✅Ready to take control of your future? Contact QX Financial today to learn how we can help you achieve your goals.

🔴 SUBSCRIBE: http://bit.ly/QXfinancialYouTube▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🤝BECOME OUR CLIENT ➡️✌️It only takes 3 steps 1. Watch our introduction video: https...

03/07/2024

🎙️ Explore the Power of Fractional Banking in Our Latest Podcast Episode! 💰

Discover how your money multiplies in the fractional banking system and learn why it's time to rethink traditional savings strategies. From understanding the financial powerhouse of fractional banking to unlocking tips for maximizing your wealth, this episode is packed with valuable insights to empower your financial journey.

Don't miss out—tune in now! 🎧
https://youtu.be/7whhFP0yvmI

🔴 SUBSCRIBE: http://bit.ly/QXfinancialYouTube▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🤝BECOME OUR CLIENT ➡️✌️It only takes 3 steps 1. Watch our introduction video: https...

02/22/2024

🎙️Ready to flip the script on wealth management? Our newest podcast episode is here to shake up your financial mindset! 💰

Join us as we uncover the game-changing secrets of wealth preservation and capital accumulation. Learn why saving smart is just as crucial as earning big, and discover actionable tips to protect your assets while still keeping them working for you.

Don't miss out—tune in now and take the first step towards financial empowerment! 🎧

🔴 SUBSCRIBE: http://bit.ly/QXfinancialYouTube▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🤝BECOME OUR CLIENT ➡️✌️It only takes 3 steps 1. Watch our introduction video: https...

01/24/2024

Hello Facebook community,

🎧 New Podcast Episode Alert! 🎧

We launch our last episode, introducing a strategy to manage your money called "Be your own bank". Join Yanko Castro Ferto and Sharadee Allred to provide you with valuable insights and strategies to help you plan and secure your financial future.

🎙️ Listen now at: https://youtu.be/ijPruYDVlgA?feature=shared

✅Ready to take control of your future? Contact QX Financial today to learn how we can help you achieve your goals.

🔴 SUBSCRIBE: http://bit.ly/QXfinancialYouTube▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬🤝BECOME OUR CLIENT ➡️✌️It only takes 3 steps 1. Watch our introduction video: https...

08/15/2023

🎧 NEW PODCAST EPISODE ALERT! 🎧

📢 Are you ready to supercharge your retirement planning and secure a financially sound future?

🔎 In our latest episode, we dive into three key aspects that could make or break your retirement dreams:

1️⃣ The Risk of Rising Prices
2️⃣ The Risk of Downturn
3️⃣The Risk of Living Too Long

💡 Our expert hostYanko Castro Ferto and Sharadee L. Allred will join us to share pro tips on optimizing Social Security benefits and crafting a well-rounded retirement income strategy. You won't want to miss this!

🔊 Tune in now to unlock the secrets to a successful retirement. 🗝️

https://youtu.be/6xcXSgLWMAs

07/12/2023

🎧 New Podcast Episode Alert! 🎧

We release our latest episode, where we delve into an important topic affecting millions of individuals nationwide - Social Security benefits and taxes. Join us as we uncover with Yanko Castro Ferto and Sharadee L. Allred, the truth behind the misconception that Social Security benefits are entirely tax-free, and explore the reality many retirees are unaware of.

🎙️ Listen now at: https://youtu.be/QB8y1Vfjl20

✅Ready to take control of your future? Contact QX Financial today to learn how we can help you achieve your goals.

05/18/2023

We are really grateful to have Sonya Wong, CPA as one of our company founders at QX Financial! Sonya is an invaluable member of the community here in Southern California!

BTN Member of the Month - Meet Sonya Wong. Sonya has helped individuals, families and businesses with financial planning and strategizing needs for the past 20 years. Industries where she has added value include: Commercial real estate, property management, restaurants and entertainment.

In addition to working with numbers, she enjoys giving back to the community by helping lost and abandoned companion animals by serving as a volunteer and foster parent. Learn more about Sonya at https://buildingtradesnetwork.com/member/sonya-wong/

05/16/2023

🎙️💥 New episode.

“What about inflation? What happens when the male side dies first and the female side stays on for another ten, fifteen, or twenty years? How is she going to be able to increase her income? How is she going to be able to increase her income? So life insurance can come in and pay at 70, 75, or 80 whenever one of the spouses passes away, bringing a lump sum that can help that survivor spouse continue to live the same lifestyle.”

That's simply some advice from our CEO Yanko Castro Ferto, who this week met with our head of operations Sharadee Allred to continue their discussion about some frequently asked questions clients face with life insurance.

⬇️Check out the full episode here:
https://lnkd.in/g8VmaDiN

✅Ready to take control of your future? Contact QX Financial today to learn how we can help you achieve your goals.