Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
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Contenu fourni par Not Your Average Financial Podcast™. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Not Your Average Financial Podcast™ ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
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Episode 354: Bank on Yourself® Plus Strategy – From Guaranteed Growth to Guaranteed Lifetime Income (Part 1)
Manage episode 423504350 series 1610796
Contenu fourni par Not Your Average Financial Podcast™. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Not Your Average Financial Podcast™ ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode, we ask:
- What are you looking for?
- What are the reasons for setting up a policy?
- What are the downsides?
- What do we need to keep in mind?
- What about a finite amount of money?
- What about accumulating?
- What about taking money in retirement?
- What about outliving your money?
- What about dying too soon?
- What about triggering an estate tax issue?
- What is the current federal estate tax trigger?
- What can change?
- Who will trigger this?
- What about state estate tax exemption?
- Will Bank on Yourself® policy holders trigger these estate taxes with the death benefit?
- What about creating an estate?
- What is standing there as a shield?
- What can serve as an estate liquidator?
- How about a case study?
- What about unpleasant surprises?
- What happens if you enjoy retirement?
- How does this solve the estate tax issue?
- What about the problem of out living your money?
- What accounts carry this risk?
- How much have you built up?
- How much can you pull each year without running out?
- What do you avoid?
- What about market volatility and sequence of returns risk?
- What about fees?
- What about taxes?
- How are you going to make this money last?
- What is the hardest question of all in finance?
- What happens with a portfolio of policies?
- Would you like to hear Episode 252?
- What about the 1035 exchange?
- How is this like a 1031 exchange in real estate?
- What is the plus strategy?
- Can you roll a life insurance policy’s cash value into an annuity?
- What is the advantage of an annuity?
- Will you get paid a lifetime income?
- How about an example?
- What about a 401(k)?
- What did Wade Pfau, David Blanchett and others say?
- How much would you rather have?
- What would you prefer?
- How much would you prefer?
- What are the downsides?
- What is there to consider?
- Are annuities liquid?
- Are Bank on Yourself® type whole life insurance policies liquid?
- Can you Bank on Yourself® with an annuity?
- Do annuities have tax-advantages?
- Is it purely tax free?
- What happens with a portfolio of policies?
- What can you transform?
- How much do you want guaranteed?
- What can be used for medical expenses?
- What about leaving a lump sum to a surviving spouse?
- Can one take a partial 1035 exchange?
- Who needs to know about this?
335 episodes
Partager
Manage episode 423504350 series 1610796
Contenu fourni par Not Your Average Financial Podcast™. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Not Your Average Financial Podcast™ ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
In this episode, we ask:
- What are you looking for?
- What are the reasons for setting up a policy?
- What are the downsides?
- What do we need to keep in mind?
- What about a finite amount of money?
- What about accumulating?
- What about taking money in retirement?
- What about outliving your money?
- What about dying too soon?
- What about triggering an estate tax issue?
- What is the current federal estate tax trigger?
- What can change?
- Who will trigger this?
- What about state estate tax exemption?
- Will Bank on Yourself® policy holders trigger these estate taxes with the death benefit?
- What about creating an estate?
- What is standing there as a shield?
- What can serve as an estate liquidator?
- How about a case study?
- What about unpleasant surprises?
- What happens if you enjoy retirement?
- How does this solve the estate tax issue?
- What about the problem of out living your money?
- What accounts carry this risk?
- How much have you built up?
- How much can you pull each year without running out?
- What do you avoid?
- What about market volatility and sequence of returns risk?
- What about fees?
- What about taxes?
- How are you going to make this money last?
- What is the hardest question of all in finance?
- What happens with a portfolio of policies?
- Would you like to hear Episode 252?
- What about the 1035 exchange?
- How is this like a 1031 exchange in real estate?
- What is the plus strategy?
- Can you roll a life insurance policy’s cash value into an annuity?
- What is the advantage of an annuity?
- Will you get paid a lifetime income?
- How about an example?
- What about a 401(k)?
- What did Wade Pfau, David Blanchett and others say?
- How much would you rather have?
- What would you prefer?
- How much would you prefer?
- What are the downsides?
- What is there to consider?
- Are annuities liquid?
- Are Bank on Yourself® type whole life insurance policies liquid?
- Can you Bank on Yourself® with an annuity?
- Do annuities have tax-advantages?
- Is it purely tax free?
- What happens with a portfolio of policies?
- What can you transform?
- How much do you want guaranteed?
- What can be used for medical expenses?
- What about leaving a lump sum to a surviving spouse?
- Can one take a partial 1035 exchange?
- Who needs to know about this?
335 episodes
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Similaire à Not Your Average Financial Podcast™
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Join host and Harvard Business School Online Creative Director Chris Linnane as he sits down with HBS faculty to discuss business education in a way that’s both entertaining and insightful. The Parlor Room is your key to breaking down academic theory without sacrificing depth—all while gaining practical takeaways for navigating the business world.
…
continue reading
FEEL FREE TO LISTEN TO THIS PODCAST IN ANY ORDER! Order up! We're here to serve up a refreshing glass of The Halo-Halo Show with a scoop of the scoop - Trending topics all around the world. A dash of lighthearted fun, a splash of silly insights, and a spoonful of laughter! Topped with our answers to the burning questions you've sent over to our Leche Flan mail! Hosted by Radio DJ's/Hosts/All-Around Weirdos Rica Garcia and JC Tevez - Bringing you a wonderful mix (*wink wink*) of a good time! ...
…
continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
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continue reading
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