Podcast 36- Fix the 2 Biggest Money Problems: Dying Too Soon or Living Too Long
Life insurance is the best tool to guard against the risk of dying too soon, while annuities are often the best recommendation to guard against the risk of living too long. Typically, purchasing life insurance is done almost routinely and without question, probably because most of us tend to think o...
Podcast 15 – Quality of Life
Over your lifetime, financial planning can feel and look like a series of course corrections. You can't be expected to know all the choices and life changes you will face. And typically, in a moment of choice is when you need financial wisdom the most. In this episode of The Money and Business Hour,...
Podcast 12- Planning for Retirement, and Life Insurance
To live comfortably in retirement, we longer can rely solely on a company pension plan or Social Security. Instead, we'll need to depend on how skillfully we plan and invest, and whether we make good use of tax-advantaged savings plans such as 401(k)s and IRAs. And choosing a life insurance policy c...