Welcome to another insightful episode of the Passive Investing from Left Field Podcast! Today, we're joined by wealth management advisor Jameson Lett, who shares his expertise on comprehensive financial planning, infinite banking, and proactive wealth management. Tune in to learn how you can optimize cash flow, protect your assets, and build long-term wealth by including real estate and alternative investments in your strategy. Don't miss this episode packed with valuable advice for both investors and business owners!   About Jameson Lett  Jameson Lett is a Wealth Management Advisor based out of Columbus, OH. His team has developed and refined a planning process that enables investors to better coordinate their financial decisions using comprehensive models that can help optimize cash flow, protect asset value, and build long-term wealth. Weary of the traditional advisory model with its narrow focus and cookie-cutter advice, Jameson graduated from The Ohio State University and chose a different path: He spent 5 years working with people with developmental disabilities to help them achieve meaningful employment and community engagement. The work was never boring and elicited its own reward, but Jameson saw the way that proper financial planning could drastically enhance people’s lives, particularly when medical complexities were part of the equation. Unable to shake the entrepreneurial itch, he began laying the foundation for his future business in 2012. Through the help of others and with a productive mix of creativity and grit, Jameson launched his practice in the early Spring of 2013. Today, Jameson is proud to have his planning practice as a part of First Financial Group, a high-performance team that delivers custom-tailored strategies to pre- and post-exit business owners and LP investors all over the country. Best of all, Jameson is still fortunate to advocate for people with developmental disabilities. In addition to providing financial services to the families and businesses that operate in this space, Jameson also serves on the board of trustees for I Am Boundless, the largest and fastest growing services provider in Ohio. Here are some power takeaways from today’s conversation: 02:00 His journey 04:45 Reactive planning vs proactive planning 07:38 Including alternatives in your planning  12:12 Implementing infinite banking 18:15 Whole life insurance 22:25 Talking to someone who doesn’t like whole life insurance 29:23 Working with a business owner vs an LP investor33:18 Should you find a financial advisor that works with real estate? 35:55 Should your financial advisor be a fiduciary? 38:13 Podcast recommendations 39:14 Contact Jameson   This show is for entertainment purposes only. Nothing said on the show should be considered financial advice. Before making any decisions, consult a professional. This show is copyrighted by Passive Investing from Left Field and Left Field Investors. Written permissions must be granted before syndication or rebroadcasting.         Podcast Recommendations:The Hard Fork Podcast: https://podcasts.apple.com/us/podcast/hard-fork/id1528594034Dan Carlin's Hardcore History: https://podcasts.apple.com/us/podcast/dan-carlins-hardcore-history/id173001861 Resources Mentioned: Contact the guest:LinkedIn www.linkedin.com/in/jamesonlett Advertising Partners: Vyzer:https://vyzer.co/ Left Field Investors:https://www.leftfieldinvestors.com/ Rust Belt Capitalhttps://rustbeltcapital.com/ Tribevest: https://www.tribevest.com/ Avoiding Rookie Errors as a Left Field Investor: 20 Lessons Learned From 14 Years of Passive Investing in Private Syndications by Steve Suhhttps://www.leftfieldinvestors.com/books/