Join us on “The Healthy & Wealthy Retirement” podcast as Certified Retirement Counselor Mark Struthers takes a holistic approach to retirement. Going Beyond Finances and Embracing Holistic Well-being. Whether you’re approaching retirement age or already enjoying your golden years, our expert guests will share practical advice, inspiring stories, and actionable strategies. We cover everything from optimizing your health and wellness to managing your investments. Get ready to unlock the secrets to a vibrant and prosperous retirement! Remember, retirement isn’t just about financial planning—it’s about living your best life. Tune in to “The Healthy & Wealthy Retirement,” which will address not only the Financial but also the Social, Physical, and Emotional aspects of retirement. Everything you need for a Healthier, Wealthier, and Happier retirement.
Episodes
Tuesday Dec 17, 2024
Tuesday Dec 17, 2024
Join Certified Retirement Counselor Mark Struthers on the 'Healthy and Wealthy Retirement' podcast as he sheds light on the complexities of permanent insurance, specifically focusing on Index Universal Life. Discover the hidden trade-offs and alternatives your insurance agent might not mention, as Mark guides you through making informed decisions.
Understand the significance of asking essential questions and knowing what you're insuring so it aligns with your financial plan. Whether your aim is to invest or support your family, gain insights into the possible advantages and disadvantages of these insurance products, enabling you to create a healthier, wealthier, and more fulfilling retirement journey.
Subscribe now to stay informed and make educated choices for your retirement journey.
- Always ask, 'What am I insuring?'
- Permanent insurance can be more expensive than term insurance.
- Tax-deferred growth and tax-free withdrawals are significant benefits.
- Understand the trade-offs between insurance and investment.
- Inflation can erode the purchasing power of your death benefit.
- Evaluate the alternatives to permanent insurance, like term insurance.
- Financial planning should consider long-term income needs in retirement.
- Be cautious of the sales pitches surrounding insurance products.
- Make informed decisions about keeping or getting rid of insurance policies.
- Integrate insurance into your overall financial strategy.
- "What am I insuring?"
- "You will never get the index."
- "Be aware of the trade-offs."
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA
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