Keith Friedman in the hot seat with Legacy Over Returns
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What if everything you’ve been taught about life insurance, wealth preservation, and financial security is incomplete?
In this episode of Listen Bitch Presents: Tell Me Why You’re Special, Branden sits down with Keith Friedman, Founder and CEO of FBO Strategies, to discuss how wealthy families approach wealth preservation, risk management, and long-term financial planning differently than most Americans.
Keith shares how the 2008 financial crisis changed the trajectory of his career after watching certain mutually owned life insurance companies remain financially strong while major institutions collapsed. That experience led him to develop the Carbine Allocation Strategy and become a leading voice in helping families think differently about cash value life insurance, asset allocation, legacy planning, and financial protection.
Together, Branden and Keith dive into common misconceptions about life insurance, wealth preservation strategies, financial freedom, legacy planning, entrepreneurial financial mistakes, and why protecting wealth often matters more than chasing the highest returns.
If you’re a business owner, entrepreneur, parent, or anyone thinking about long-term financial security, this conversation offers a fresh perspective on building wealth that lasts for generations.
Keith is the Founder & CEO of Stamford, Connecticut-based FBO Strategies, LLC. He is a 21-year veteran of the insurance and financial services industries, including 14 years at the helm of FBO Strategies. Friedman is a pioneer in the use of permanent life insurance to transfer risk and maximize cash value accumulation. He is the originator of the Carbyne Allocation® strategy for reallocating clients’ conservative assets, such as bonds and cash, into a cash value insurance policy with higher returns and similar risk. Friedman has been featured on CNBC, Fox Business, and the AFO Wealth Management Forward Podcast and quoted by U.S. News & World Report, Nasdaq, CPA Trendlines, and Insure.com.