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Jerry Yu: How to Deal With Long Term Care

In this short video, Southern California income advisor Jerry Yu explains why, if you don't have provision for LTC needs, your retirement plan is less than stable. https://www.youtube.com/watch?v=uyvuSQdfOKw Check out my other LTC content below: https://www.safemoneytrends.com/jerry-yu-will-your-state-require-you-to-have-long-term-care-insurance-mandates-may-be-coming-soon-to-many-states/

By |2022-11-27T21:18:30+00:00November 27th, 2022|Retirement, Watch and Listen|

Jerry Yu: How do you use life insurance in estate planning?

In this short , but info-packed video, Orange County, California's top financial expert, Jerry Yu, explains the hows and whys of using insurance in your financial planning.  If you are concerned about protecting what you've worked so hard to accumulate and create multi-generational wealth, then you'll definitely want to listen to what Jerry has to [...]

By |2022-10-30T17:04:38+00:00October 30th, 2022|Leave a legacy, Watch and Listen|

Social Security basics you should you know if you plan on retiring soon

Authored By Kenneth Reeves, Apex Financial “As highlighted by a recent Nationwide Retirement Institute poll, most Americans are woefully lacking in basic Social Security knowledge. This education gap can result in mistakes that will impact your entire life.”- Ken Reeves. By Ken Reeves When discussing Social Security, there is a demonstrable and concerning lack of [...]

By |2022-11-01T15:45:33+00:00October 30th, 2022|Retirement, Watch and Listen|

Ken Reeves: Advice for those afraid they’ll run out of money in retirement

Created By Kenneth Reeves, Apex Financial Alabama's most trusted retirement income planner, Ken Reeves drops another episode of "The Best Little Money Podcast in Alabama." (aka"Retirement Max Radio").  He asks the question that's often on the minds of those in or near retirement:  "Will my money last as long as I do?"  It's food for [...]

By |2022-10-30T00:35:45+00:00October 29th, 2022|Watch and Listen|

Tips and Tricks to Help You Battle Inflation

Andrew Winnett Legacy Builders Wealth Management https://www.youtube.com/watch?v=2eXlTFe7zPM https://www.youtube.com/watch?v=2eXlTFe7zPM Nashville's Most Trusted Financial Expert Andrew Winnett on WZTV, FOX 17, Nashville #Inflationtipsandtricks https://www.safemoneytrends.com/autho... In this short interview, respected Nashville-area financial educator and planner Andrew Winnett unpacks the hot topic of #INFLATION, what it is , how it affects you and your retirement planning, and what steps [...]

By |2022-10-30T00:35:59+00:00October 29th, 2022|Watch and Listen|

The top qualities of debt-free and financially prosperous people- Ken Reeves

Authored By Kenneth Reeves, Apex Financial By Ken Reeves While there is no single quality that guarantees a person will be financially successful, there are some common traits the financially free have in common. I believe that anyone, especially those partnering with a dedicated, trusted financial advisor, can achieve financial freedom, no matter how small or large their [...]

By |2022-10-25T02:22:13+00:00October 25th, 2022|Watch and Listen|

Teresa Kuhn: What are BOLI and COLI?

What are BOLI and COLI and how can they help business owners?   "Bank-owned and company-owned life insurance (BOLI-COLI) has a proven track record of helping corporations fund executive compensation and improving their bottom lines." Teresa Kuhn.   By Teresa Kuhn, JD, RFC An alternative to mutual funds, corporate-owned life insurance (COLI) is an investment [...]

By |2022-10-23T17:44:37+00:00October 20th, 2022|Watch and Listen|

Chris Kirkpatrick: Why Robert Kiyosaki loves whole life insurance.

Created By Christoper Kirkpatrick, Life180 Like him or not, Robert Kiyosaki is an icon in the investment and wealth-creation sphere.  In this video, Chris Kirkpatrick talks about why Kiyosaki and other movers and shakers are high on whole life insurance.  Whether you are a consumer or agent, you'll appreciate Chris' fresh take on this sometimes [...]

By |2022-10-23T17:45:00+00:00October 18th, 2022|Protect your wealth, Retirement, Watch and Listen|

Safe Space Podcast: Jim Fish: Maximizing your government benefits.

Los Angeles native Jim Fish enjoys working with diverse clients across California and the western U.S. who are looking for safe growth and protection of their money, especially as they get ready to retire. A licensed financial professional for over 15 years, Jim Fish has specialized training as a Federal Retirement Consultant. He is widely [...]

By |2022-10-23T17:46:16+00:00October 13th, 2022|Federal employees, Retirement, Watch and Listen|
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