Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Not Your Average Financial Podcast™에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Not Your Average Financial Podcast™ 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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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
Not Your Average Financial Podcast™에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Not Your Average Financial Podcast™ 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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?
332 에피소드
Manage episode 423504350 series 1610796
Not Your Average Financial Podcast™에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Not Your Average Financial Podcast™ 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.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?
332 에피소드
모든 에피소드
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