On this podcast, we use the same financial tools you already know to help set you free. Free to do what you want with your time, with your money, and with your energy, free to live your life the way you have dreamt about. We will talk about wealth knowledge, personal reflections, and the financial industry news of the day.
Episodes
Friday Mar 03, 2023
Friday Mar 03, 2023
It is fairly common when talking about retirement for words like equity, bond, 401k, and Roth IRA to all be a part of the conversation. However, when idea of insurance as one of the assets that can be used in planning, we often see a “skip in the record” in the client's mind. Inevitably, the next words that come out typically start with something like, “But I heard . . . . “. For whatever reason, insurance as an asset and a tool tends to come with a fair number of myths and half truths. In the next three episodes, we are going to walk through and debunk some of the most common myths about life insurance.