Not Your Average Financial Podcast™
Episode 228: Top 10 Episodes! How To Maximize Your Retirement Income and Why Bank on Yourself® Type Policy Loans Matter (Ep. 83)
Would you like to hear 10 of THE BEST episodes so far?
Here’s an important episode on planning for LIFETIME INCOME.
In this episode, we ask:
- How much peace and financial stability can you have?
- How do oceans and rivers work together?
- How do we benefit from systems?
- Are annuities good for liquid access?
- How can we solve immediate cash needs?
- Where could you possibly keep an OCEAN OF MONEY?
- How does a Bank on Yourself type policy work with annuities?
- What spreadsheet did Holly create?
- What is direct recognition?
- What is non-direct recognition?
- How does direct or non-direct recognition work?
- Do you have a dividend paying whole life insurance contract?
- Do you have a provision for non-direct recognition policy loans?
- Do all insurance companies encourage policy holders to take policy loans?
- Why is so important to work with the right advisors?
- What can be buried in the contract provisions?
- How do policy loans work? Have you heard Episode 32?
- How can you overcome opportunity cost?
- Does your policy have a TRUE non-direct recognition provision?
- How can you get your money do two things at once?
- Can you imagine growing your cash (even when you’ve spent it)?
- How can your hard earned dollars work hard for you?
- What if you had $1M in an annuity and $1M in a Bank on Yourself type Whole Life Insurance policy?
- What happens when the account value is gone?
- What is an ideal safe withdrawal rate?
- How can you protect against running out of money?
- What if we spend down the whole life policy earlier and allow the annuity to keep growing?
- Which vehicles give you the most income in retirement?
- Where are the guarantees in the stock market?
- Is it possible to predict what the market will do?
- Who is better at choosing stocks? Hedge fund managers or monkeys?
- Would you like peace of mind?
- Would you like your money to be there for you no matter what happens?
- What are people saying?
- Would you like to send us a review?
- Would you like a free copy of the Bank on Yourself Revolution book?
- Email us at hello@nyafinancialpodcast.com
- Would you like to book a meeting with Mark?