March 2025 – Retire Rich

The Hidden Value of Collectibles: Building Wealth Beyond Stocks (Ep. 13)

By David Saldivar | March 6, 2025

What hidden treasures might be tucked away in your closet?

In this episode of Retire Rich: Tales of Financial Freedom, Marc Hernandez explores the fascinating world of collectibles and how they might be a hidden asset in your financial portfolio. Join him as he explores the potential of collectible investments, from rare sports cards to autographed memorabilia.

In this episode, Marc discusses his personal experiences with collectibles:

Exploring how art, coins, and sports memorabilia can be part of your wealth strategy
Understanding the tax advantages of investing in collectibles
Insights on determining the value of your collectibles
Tips on authenticity and finding trustworthy auction houses

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Empowering Your Financial Future: Life Insurance Strategies (Ep. 12)

By David Saldivar | March 6, 2025

What makes life insurance more than just a death benefit?

In this episode of “Retire Rich: Tales of Financial Freedom,” host Carlos Lopez sits down with Steve Loving, a life insurance expert from Simplicity, to unravel the evolving world of life insurance. Whether you’re wondering about the differences between term and universal policies, curious about how life insurance can be a tax-free income stream, or exploring options for securing your children’s financial future, this episode is packed with insights.

Carlos and Steve discuss:

The evolution of life insurance options over the years
How policies can supplement retirement income
Adding long-term care riders to existing policies
Strategies for ensuring children and building early wealth
Flexible features of Index Universal Life Insurance