(Recorded on 09/17/24) In part two of our series on risk, learn how to quantify risk and return with key concepts like standard deviation and max drawdown. We also stress sequence of returns risk, which can make or break your retirement plan. Later, what to...
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.