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PODCAST EPISODE 188: The Whole Life Timeline (pt.2)

Date September 8, 2020
https://www.youtube.com/watch?v=WTcSPbLYUzY EPISODE SUMMARY Have you ever thought about the symbiotic nature of your balance sheet? Probably not. That’s why Paul and Cory are here to help you understand how your assets can be used to work together. Today, they continue…

PODCAST EPISODE 186: The Whole Life Timeline (pt.1)

Date August 11, 2020
https://www.youtube.com/watch?v=TQzJbw4yo8E EPISODE SUMMARY When most people consider using whole life insurance for retirement they usually don’t think about, how it can maximize cash efficiency, using it to substitute bonds, or even use it as a volatility buffer. This conversation is…