(Recorded on 01/14/25) In this members-only webcast, trading coach Jerry Robinson shares our dollar-cost-average investment strategy for Q1 2025, including the specific stocks, ETFs, and cryptos we are buying. – DCA Investment Strategy 101 –...
Segment 1: Level 2 - Asset, Income, and Life Protection
SEGMENT BEGINS AT 00:39
You can achieve financial liberty! In this second installment of our 5-part special series, trading coach Jerry Robinson introduces us to Level 2 of our 5 Levels of Financial Freedom. Listen closely as Jerry teaches us how to build a moat around our financial castle.
- Evaluate your assets
- The potential disaster of having inadequate auto insurance
- Is your home insurance properly structured?
- An umbrella insurance policy can give you peace of mind
- A discussion on disability insurance, health care insurance, and long-term care insurance.
- A discussion on life insurance, wills, and trusts. (Don’t wait on this!)
Segment 2: How Much Life Insurance Do You Need?
SEGMENT BEGINS AT 45:45
With over four decades of experience, Mike Mitchell is an expert in all matters of financial planning. In this segment, economist/host Jerry Robinson is joined by Mike to help answer a listener’s question about life insurance.
- Is there a standard amount of life insurance that everyone should buy?
- Two types of life insurance
- A properly structured life insurance policy will also provide living benefits
- Contact Mike Mitchell for answers to your questions at 833-370-0777 (toll-free)
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Segment 3: The Final Word w/ Jerry Robinson
SEGMENT BEGINS AT 55:52
Jerry closes out today’s show with two calls to action and a compelling analogy.
