Not Your Average Financial Podcast™

Episode 228: Top 10 Episodes! How To Maximize Your Retirement Income and Why Bank on Yourself® Type Policy Loans Matter (Ep. 83)

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Would you like to hear 10 of THE BEST episodes so far?

Here’s an important episode on planning for LIFETIME INCOME.

In this episode, we ask:

  • How much peace and financial stability can you have?
  • How do oceans and rivers work together?
  • How do we benefit from systems?
  • Are annuities good for liquid access?
  • How can we solve immediate cash needs?
  • Where could you possibly keep an OCEAN OF MONEY?
  • How does a Bank on Yourself type policy work with annuities?
  • What spreadsheet did Holly create?
  • What is direct recognition?
  • What is non-direct recognition?
  • How does direct or non-direct recognition work?
  • Do you have a dividend paying whole life insurance contract?
  • Do you have a provision for non-direct recognition policy loans?
  • Do all insurance companies encourage policy holders to take policy loans?
  • Why is so important to work with the right advisors?
  • What can be buried in the contract provisions?
  • How do policy loans work? Have you heard Episode 32?
  • How can you overcome opportunity cost?
  • Does your policy have a TRUE non-direct recognition provision?
  • How can you get your money do two things at once?
  • Can you imagine growing your cash (even when you’ve spent it)?
  • How can your hard earned dollars work hard for you?
  • What if you had $1M in an annuity and $1M in a Bank on Yourself type Whole Life Insurance policy?
  • What happens when the account value is gone?
  • What is an ideal safe withdrawal rate?
  • How can you protect against running out of money?
  • What if we spend down the whole life policy earlier and allow the annuity to keep growing?
  • Which vehicles give you the most income in retirement?
  • Where are the guarantees in the stock market?
  • Is it possible to predict what the market will do?
  • Who is better at choosing stocks? Hedge fund managers or monkeys?
  • Would you like peace of mind?
  • Would you like your money to be there for you no matter what happens?
  • What are people saying?
  • Would you like to send us a review?
  • Would you like a free copy of the Bank on Yourself Revolution book?
  • Email us at [email protected]
  • Would you like to book a meeting with Mark?

    • ...more
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