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236. Be Your Own Bank with Life Insurance - Is this legit?
Manage episode 432565201 series 3322284
コンテンツは Wiser Wealth Management によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Wiser Wealth Management またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
On this episode of A Wiser Retirement® Podcast, we talk about using life insurance to be your own bank with Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®. We discuss what happens if you rely solely on life insurance for wealth-building and stress the importance of having a diversified financial plan.
Podcast Episodes Referenced:
- Ep 214: What is disability insurance and do I need it?
- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?
- Ep 146: The Power of Life Insurance to Meet your Family’s Goals
YouTube Videos Referenced:
- Long-Term Care Insurance Explained
Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
章
1. Annuity Mismanagement in a Financial Tragedy (00:00:00)
2. Annuity vs. Self-Directed Investments (00:14:28)
3. Maximizing Investments With Life Insurance (00:19:46)
4. Life Insurance vs. Investments Discussion (00:28:28)
5. Investment Disclaimer for Podcast Episode (00:39:14)
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