What happens when a life insurance policy is sold as a retirement investment strategy?
In this episode, we discuss “The Life Insurance Retirement Trap” and break down a friend’s real experience with an indexed universal life (IUL) policy that was marketed as a way to participate in the market’s ups while avoiding its downs.
In this episode, we go through:
Many younger investors are being introduced to life insurance-based retirement strategies without fully understanding how these products function. This conversation helps explain the mechanics behind them and the questions investors should ask before committing long term.
February 16, 2022
Preparing for retirement involves analyzing your assets, income, and expenses, but it also includes knowing your risks and knowing how to relax.
This episode breaks down one of the most confusing parts of investing: retirement accounts. What’s the difference between a 401(k), IRA, Roth
Many investors are familiar with stocks, mutual funds, and CDs, but bonds often remain one of the least understood parts of a
One of the most common investing questions is: How should my portfolio change as I get older? The answer isn’t as simple
