What’s better than Cash? Cash and a Death Benefit!
Smart Retirement
English - July 21, 2020 15:00 - 53 minutes - 72.8 MB - ★★★★★ - 9 ratingsInvesting Business Education Self-Improvement smart retire retirement money personal finances finance mortgage reverse rmd Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode Mike and Matt touch on yet another smart retirement “tool to have in your bag”! Learn from listening to their esteemed special guest, Chris Foley, from Core Income Advisors, on why having a portion of your retirement portfolio held in a permanent life insurance policy might make a lot of sense. We get into the all of the investment advantages and tax-free advantages the policy provides as you navigate through retirement; while ultimately, setting up to pay your heirs a non-taxable lump sum upon your death. Special Guest: Chris Foley.
In this episode Mike and Matt touch on yet another smart retirement “tool to have in your bag”! Learn from listening to their esteemed special guest, Chris Foley, from Core Income Advisors, on why having a portion of your retirement portfolio held in a permanent life insurance policy might make a lot of sense. We get into the all of the investment advantages and tax-free advantages the policy provides as you navigate through retirement; while ultimately, setting up to pay your heirs a non-taxable lump sum upon your death.
Special Guest: Chris Foley.