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

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

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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

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 Connect with Steve Loving:

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Handling Market Volatility (Ep. 4)

Handling Market Volatility (Ep. 4)

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Market volatility can be nerve-wracking, but it also presents unique opportunities for investors.

How do you stay calm and make informed decisions during market fluctuations? How do you ensure your financial strategy aligns with your goals and risk tolerance?

In this episode, Marc Hernandez dives into the importance of being prepared for market fluctuations while unveiling MAH Financial’s approach to providing comprehensive client support. 

By listening, you’ll gain insights into handling market downturns, the value of proactive communication with your financial advisor, and the strategies for maintaining a balanced portfolio even in unpredictable times.

Marc discusses: 

  • How to handle client calls and concerns during market downturns
  • The importance of understanding risk tolerance and timeline in financial planning
  • Strategies for making opportunistic investments during market dips
  • Proactive measures and tools for managing 401(k) and other investment accounts
  • And more!

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Connect with Carlos Lopez: 

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