The Whole life Timeline – Part 2

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Your Business Your Wealth Podcast

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 the conversation of whole life insurance and how to use it as a volatility buffer, and how it can be used to refrain from taking distributions from assets sensitive to market fluctuations in down years.

BROWSE ADDITIONAL EPISODES IN THIS SERIES

 

For full show notes visit: https://sfgwa.com/ep188

Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.

This Material is Intended for General Public Use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

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This podcast is meant for general informational purposes and is not to be construed as tax, legal, or investment advice. You should consult a financial professional regarding your individual situation. Guest speakers are not affiliated with Sound Financial Inc. dba Sound Financial Group unless otherwise stated, and their opinions are their own. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. Past performance is not a guarantee of future results.

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Podcast Produced by Greater North Productions LLP

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