236. Be Your Own Bank with Life Insurance - Is this legit?

A Wiser Retirement®

On this episode of A Wiser Retirement® Podcast, we talk about using life insurance to be your own bank with Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®. We discuss what happens if you rely solely on life insurance for wealth-building and stress the importance of having a diversified financial plan.
Podcast Episodes Referenced:
- Ep 214: What is disability insurance and do I need it?
- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?
- Ep 146: The Power of Life Insurance to Meet your Family’s Goals
YouTube Videos Referenced:
- Long-Term Care Insurance Explained

Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

Luvut

1. Annuity Mismanagement in a Financial Tragedy (00:00:00)

2. Annuity vs. Self-Directed Investments (00:14:28)

3. Maximizing Investments With Life Insurance (00:19:46)

4. Life Insurance vs. Investments Discussion (00:28:28)

5. Investment Disclaimer for Podcast Episode (00:39:14)