Posts Tagged ‘Insurance’
Episode 127: The 3 Worlds of Money
If you understand the three worlds of money, you will have a better understanding of how financial planning works. So today, we’ll remove the financial terms and extra jargon in order to focus on the three worlds of money: banking, insurance, and Wall Street. They serve significantly different purposes, and it’s important to understand how each fit into your financial world.
Read MoreEpisode 88: Building a Financial House
More than a mere structure, your financial plan creates the blueprint for the life and home you live in. What does it take to build a financial home that will withstand the test of time? Join us as we lay out the similarities between constructing a plan and constructing a house.
Read MoreEpisode 74: Do You Really Need Life Insurance?
Do you actually need to have life insurance or is it just another expense? David talks through the importance of life insurance and how it might be worth having as a part of your financial plan.
Read MoreEpisode #44: The 7-Step Retirement Plan You Can Build Yourself, Part 2
Have you created a retirement plan that covers all of the basics? More than just where your money is invested, do you have goals and a plan in place that accomplishes what you want it to? The seven-step retirement plan is something you can do to make sure you are headed in the right direction. This is part two of the series.
Read MoreEpisode #11: Good Or Bad – Term Versus Permanent Life Insurance
We begin our series on the benefits and drawbacks of various financial strategies. Join us as we begin by comparing term and permanent life insurance.
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