Thinking Like a Bank

Episode 123: Bank On Yourself, stock market, or both?


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In this episode of the Thinking Like a Bank podcast, host Sarry Ibrahim explores a common question asked by clients: "Wouldn't it be better to buy term life insurance and invest the rest in the stock market, rather than a Bank On Yourself type whole life policy?" Sarry, a CERTIFIED FINANCIAL PLANNER ™ , breaks down this debate using logic, math, and real-world examples.

Sarry demonstrates how each option might perform over 30 years, considering factors such as fees, taxes, and risk. 

Listeners are encouraged to think critically about their own financial goals and to consider both the risks and benefits of various investment strategies. 

Schedule a consultation with Sarry at Thinking Like a Bank to discuss personalized financial strategies.

🔥 This episode talks about:

☑️ How loss aversion bias impacts investment decision making 

☑️ How loss aversion bias can influence financial choices and other choices in life 

☑️ The importance of using logic and accurate math in financial decisions.

☑️ Buy term and invest the rest, what does that look lik? 

☑️ Bank On Yourself vs the stock market 

☑️ Combination of Bank On Yourself type Whole Life Policy with the stock market 

☑️ The potential benefits of combining investment strategies for long-term growth.

👉To learn more about what we do and how we can help you grow more wealth, please visit ➡️ https://finassetprotection.com

👉You can also schedule a free call with us: ➡️ https://calendly.com/financialservicesins

📢💡 📚 Free "Thinking Like a Bank" ebook. Learn to think like a bank by downloading a free copy here: ➡️ https://thinkinglikeabank.com

🚧 👉 **Not intended to be financial advice. Please consult a professional who knows your specific situation.

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Thinking Like a BankBy Sarry Ibrahim

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