Dec 24, 2023

Here is a draft podcast episode description about the potential failings of 401k plans and alternatives, written in an active voice using second person:

Are you betting your retirement dreams solely on your 401k? This week's eye-opening episode explores why that might be a mistake. We break down the little-known...

Dec 17, 2023

Do you have lingering questions about life insurance? In this myth-busting episode, you’ll learn why life insurance isn’t just for the wealthy or elderly. We’re tackling misleading ideas about cost, coverage, and who needs it.

Get empowered as we debunk notions that your employer policy is enough or that life...

Dec 13, 2023

Are you looking to maximize your retirement savings and become savvier with your year-end tax planning? Join us as we share five advanced strategies aimed at turbocharging your Roth IRA conversions over the next few years. 

Learn how to coordinate deductions and tax credits to your advantage. Discover clever ways to...

Dec 3, 2023

Do you feel unsure about having enough money to live comfortably when you retire? Are you looking for alternatives to unstable 401(k)s and IRAs? In this podcast, you’ll learn how to use whole life insurance to solidify your retirement funds.

We’ll walk you through the basics of utilizing a permanent life insurance...

Nov 26, 2023

In this episode, we delve into the topic of market volatility and its impact on your wealth accumulation strategy. You'll learn how to smooth out the waves of market ups and downs by considering life insurance investment as a potential solution.

First, we explore what market volatility is and how it affects your...