In this episode, I am joined by Joseph Lombardi of Iron Hawk Financial. He shares his personal story to demonstrate why life insurance is important. He also educates us about whole life insurance as an investment, how it works, and the tax advantages. This isn’t a dry conversation about life insurance. Joseph is quite the entertainer!  What you’ll learn in this episode:✅ Learn about why life insurance is important from the guest personal life.✅ Learn how much life insurance you may need as well as life insurance options.✅ Learn the different long-term care strategies and how to protect your financial future.✅ Learn about whole life insurance as an investment, tax advantages, and a tax deduction. Connect with Joseph Lombardi<a href='https://www.ironhawkfinancial.com/'>Website</a><a href='https://www.facebook.com/ironhawkfinancial'>Facebook</a><a href='https://www.linkedin.com/in/joseph-lombardi-ironhawk/'>LinkedIn</a> Ways We Can Work Together: 💰 Join the next <a href='https://www.elevatefinances.us/workshop'>Map Your Money Workshop</a>. It's time to take a peek at progress and find a clear focus forward. 📩 Join the <a href='https://www.elevatefinances.us/savings'>7-Day Savings Reset Challenge</a> and create a savings system, not just a theory. ✨ Learn about the <a href='https://www.elevatefinances.us/session'>Retirement Ready Strategy Session</a>. Dive into clarity for today and confidence for retirement.

In this episode, I am joined by Joseph Lombardi of Iron Hawk Financial. He shares his personal story to demonstrate why life insurance is important. He also educates us about whole life insurance as an investment, how it works, and the tax advantages. This isn’t a dry conversation about life insurance. Joseph is quite the entertainer! What you’ll learn in this episode: ✅ Learn about why life insurance is important from the guest personal life. ✅ Learn how much life insurance you may need as well as life insurance options. ✅ Learn the different long-term care strategies and how to protect your financial future. ✅ Learn about whole life insurance as an investment, tax advantages, and a tax deduction. Connect with Joseph Lombardi Website Facebook LinkedIn Ways We Can Work Together: 💰 Join the next Map Your Money Workshop. It's time to take a peek at progress and find a clear focus forward. 📩 Join the 7-Day Savings Reset Challenge and create a savings system, not just a theory. ✨ Learn about the Retirement Ready Strategy Session. Dive into clarity for today and confidence for retirement.

In this episode, I am joined by Joseph Lombardi of Iron Hawk Financial. He shares his personal story to demonstrate why life insurance is important. He also educates us about whole life insurance as an investment, how it works, and the tax advantages. This isn’t a dry conversation about life insurance. Joseph is quite the entertainer!&nbsp; What you’ll learn in this episode:✅ Learn about why life insurance is important from the guest personal life.✅ Learn how much life insurance you may need as well as life insurance options.✅ Learn the different long-term care strategies and how to protect your financial future.✅ Learn about whole life insurance as an investment, tax advantages, and a tax deduction. Connect with Joseph Lombardi<a href="https://www.ironhawkfinancial.com/" rel="noopener noreferrer">Website</a><a href="https://www.facebook.com/ironhawkfinancial" rel="noopener noreferrer">Facebook</a><a href="https://www.linkedin.com/in/joseph-lombardi-ironhawk/" rel="noopener noreferrer">LinkedIn</a> Ways We Can Work Together: 💰 Join the next <a href="https://www.elevatefinances.us/workshop" rel="noopener noreferrer">Map Your Money Workshop</a>. It's time to take a peek at progress and find a clear focus forward. 📩 Join the <a href="https://www.elevatefinances.us/savings" rel="noopener noreferrer">7-Day Savings Reset Challenge</a> and create a savings system, not just a theory. ✨ Learn about the <a href="https://www.elevatefinances.us/session" rel="noopener noreferrer">Retirement Ready Strategy Session</a>. Dive into clarity for today and confidence for retirement.

Ep 111 | Why Life Insurance Is Important w/Joseph Lombardi

Top 5% Personal Finance Podcast You’ve done “the responsible things.”You earn decent money. You’ve saved some.And yet you still feel like there’s never enough left to create the life you actually want. I’m here to tell you, you’re not reckless with money, you’re just missing a clear system that tells you: → Where your money is really going→ How to save without feeling restricted→ And how today’s decisions connect to your bigger financial dreams Welcome to the podcast! For women and couples over 40 who are ready to stop guessing with money and start building a financial foundation that supports the life they want now and in the future. I’m Dalene Higgins, money coach and retirement strategist, helping you go from feeling behind and uncertain to confident, intentional, and in control with systems that support who you are and honor the time you have.&nbsp;On this podcast, we talk about: ✨ Building strong financial foundations without deprivation✨ Creating clarity around spending, saving, and ALL priorities✨ Funding your goals and dreams now while still preparing for retirement✨ Simple systems that bring consistency, confidence, and peace of mind✨ Letting go of shame, confusion, and “I should be doing better” thinking This isn’t about extreme budgeting or doing more. It’s about knowing what matters most and how to make it happen.&nbsp; If you’re ready to stop feeling like you’re behind, start trusting your financial decisions, and create a future that feels possible again, you’re in the right place. 🎧 New episodes drop weekly. 👉 Ready for personalized clarity? Book your free <a href="https://www.elevatefinances.us/clarity">Financial Clarity Call</a> and learn how <a href="https://www.elevatefinances.us/coaching">Financial Foundations Coaching</a> can help you turn uncertainty into financial confidence.&nbsp;

Education

Self-Improvement

Top 5% Personal Finance Podcast You’ve done “the responsible things.” You earn decent money. You’ve saved some. And yet you still feel like there’s never enough left to create the life you actually want. I’m here to tell you, you’re not reckless with money, you’re just missing a clear system that tells you: → Where your money is really going → How to save without feeling restricted → And how today’s decisions connect to your bigger financial dreams Welcome to the podcast! For women and couples over 40 who are ready to stop guessing with money and start building a financial foundation that supports the life they want now and in the future. I’m Dalene Higgins, money coach and retirement strategist, helping you go from feeling behind and uncertain to confident, intentional, and in control with systems that support who you are and honor the time you have.   On this podcast, we talk about: ✨ Building strong financial foundations without deprivation ✨ Creating clarity around spending, saving, and ALL priorities ✨ Funding your goals and dreams now while still preparing for retirement ✨ Simple systems that bring consistency, confidence, and peace of mind ✨ Letting go of shame, confusion, and “I should be doing better” thinking This isn’t about extreme budgeting or doing more. It’s about knowing what matters most and how to make it happen.  If you’re ready to stop feeling like you’re behind, start trusting your financial decisions, and create a future that feels possible again, you’re in the right place. 🎧 New episodes drop weekly. 👉 Ready for personalized clarity? Book your free Financial Clarity Call and learn how Financial Foundations Coaching can help you turn uncertainty into financial confidence. 

Top 5% Personal Finance Podcast You’ve done “the responsible things.”You earn decent money. You’ve saved some.And yet you still feel like there’s never enough left to create the life you actually want. I’m here to tell you, you’re not reckless with money, you’re just missing a clear system that tells you: → Where your money is really going→ How to save without feeling restricted→ And how today’s decisions connect to your bigger financial dreams Welcome to the podcast! For women and couples over 40 who are ready to stop guessing with money and start building a financial foundation that supports the life they want now and in the future. I’m Dalene Higgins, money coach and retirement strategist, helping you go from feeling behind and uncertain to confident, intentional, and in control with systems that support who you are and honor the time you have.&nbsp;On this podcast, we talk about: ✨ Building strong financial foundations without deprivation✨ Creating clarity around spending, saving, and ALL priorities✨ Funding your goals and dreams now while still preparing for retirement✨ Simple systems that bring consistency, confidence, and peace of mind✨ Letting go of shame, confusion, and “I should be doing better” thinking This isn’t about extreme budgeting or doing more. It’s about knowing what matters most and how to make it happen.&nbsp; If you’re ready to stop feeling like you’re behind, start trusting your financial decisions, and create a future that feels possible again, you’re in the right place. 🎧 New episodes drop weekly. 👉 Ready for personalized clarity? Book your free <a href="https://www.elevatefinances.us/clarity" rel="noopener noreferrer">Financial Clarity Call</a> and learn how <a href="https://www.elevatefinances.us/coaching" rel="noopener noreferrer">Financial Foundations Coaching</a> can help you turn uncertainty into financial confidence.&nbsp;

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Ep 111 | Why Life Insurance Is Important w/Joseph Lombardi

Ep 111 | Why Life Insurance Is Important w/Joseph Lombardi

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