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Life Insurance Strategies
Manage episode 406465093 series 2874417
Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, gold, US debt, and tech dividends are something to watch.
Find it Fast: Life Insurance Strategies
About Life Insurance00:00—Intro 00:58—Insurance strategies 01:30—Term life 05:23—Permanent insurance 09:32—Investment options 13:00—Caution needed
Something or Nothing14:28—Artificial intelligence 16:46—Gold 21:02—Interest payment on US debt 23:12—Tech dividends 26:09—CPI print hotter than expected
Bold Predictions27:10—March Madness
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about insurance strategies be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
94 episodes
Manage episode 406465093 series 2874417
Need or greed, using life insurance strategies can help protect your family and potentially add to your retirement income. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II discuss the specifics about life insurance and the flexibility available. They also investigate whether AI, gold, US debt, and tech dividends are something to watch.
Find it Fast: Life Insurance Strategies
About Life Insurance00:00—Intro 00:58—Insurance strategies 01:30—Term life 05:23—Permanent insurance 09:32—Investment options 13:00—Caution needed
Something or Nothing14:28—Artificial intelligence 16:46—Gold 21:02—Interest payment on US debt 23:12—Tech dividends 26:09—CPI print hotter than expected
Bold Predictions27:10—March Madness
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed learning about insurance strategies be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom
Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
94 episodes
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