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 ...
…
continue reading
Treść dostarczona przez Not Your Average Financial Podcast™. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Not Your Average Financial Podcast™ lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.player.fm/legal.
Podobny do Not Your Average Financial Podcast™
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
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continue reading
Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
Every weekday, host Kai Ryssdal helps you make sense of the day’s business and economic news — no econ degree or finance background required. “Marketplace” takes you beyond the numbers, bringing you context. Our team of reporters all over the world speak with CEOs, policymakers and regular people just trying to get by.
…
continue reading
The daily drama of money and work from the BBC.
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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
Treść dostarczona przez Not Your Average Financial Podcast™. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Not Your Average Financial Podcast™ lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.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 odcinków
Udostępnij
Manage episode 423504350 series 1610796
Treść dostarczona przez Not Your Average Financial Podcast™. Cała zawartość podcastów, w tym odcinki, grafika i opisy podcastów, jest przesyłana i udostępniana bezpośrednio przez Not Your Average Financial Podcast™ lub jego partnera na platformie podcastów. Jeśli uważasz, że ktoś wykorzystuje Twoje dzieło chronione prawem autorskim bez Twojej zgody, możesz postępować zgodnie z procedurą opisaną tutaj https://pl.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 odcinków
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Podobny do Not Your Average Financial Podcast™
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 ...
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
The traditional enterprise go-to-market motion is undergoing a transformational shift. B2B buyers are more sophisticated than ever, and operational efficiency is a key focus for every organization. One key function possesses a unique opportunity to shape the future of revenue generation: enablement. On this podcast, we’re bringing you the secrets, strategies, and tactics that successful enablement leaders are using to drive meaningful impact. The Enablement Edge is the go-to resource for sal ...
…
continue reading
Tempers fly as the newsmakers of the week face-off in this award-winning show. Anchored by Sanket Upadhyay, this weekly program has politicians battlling wits with a live audience.
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
The Greatness Machine is on a Quest to Maximize the Human Experience! Join Award Winning CEO and Author, Darius Mirshahzadeh (pron. Mer-shaw-za-day), as he interviews some of the greatest minds in the world―turning their wisdom and experience into learnings and advice you can use in your life so that you can level up and create greatness. Join Darius as he goes deep with guests like: Moby, Seth Godin, Gabby Reece, Amanda Knox, UFC Ring Announcer Bruce Buffer, Former FBI Negotiator Chris Voss ...
…
continue reading
Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
…
continue reading
A unicorn is a magical creature shrouded in mystery known for its ability to make the impossible possible. In modern times, the word “unicorn” has come to mean something intrinsically valuable and difficult to obtain, whether that be a business with a $1 billion dollar valuation, or the love of a special someone. On Zero to Unicorn, we’ll hear directly from the Kaeding family as they recount their history of founding and operating Norhart, a unicorn-level business in the construction industr ...
…
continue reading
Every weekday, host Kai Ryssdal helps you make sense of the day’s business and economic news — no econ degree or finance background required. “Marketplace” takes you beyond the numbers, bringing you context. Our team of reporters all over the world speak with CEOs, policymakers and regular people just trying to get by.
…
continue reading
The daily drama of money and work from the BBC.
…
continue reading
Player FM - aplikacja do podcastów
Przejdź do trybu offline z Player FM !
Przejdź do trybu offline z Player FM !
