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In this episode, we ask:
- How about getting back to basics?
- Do you need a PhD to be successful?
- Who can opt out of the insanity?
- Has conventional retirement planning failed us?
- Have 401(k)s failed?
- What happened to pensions?
- Is it up to us?
- What is the cost of care?
- What are the problems?
- Do you believe there will be another major market crash?
- Who has changed their behavior?
- Who is guaranteed to get paid?
- What is sequence of returns risk?
- What about the 4% rule?
- What did Wade Pfau say?
- What about a 2.8% withdrawal rate look like?
- What will you need?
- How many years of savings do you have set aside?
- What are your investments going to be worth?
- How many of us will live past age 90? …age 95?
- What might eat away at your savings?
- How much are you actually paying in fees?
- What about compounding?
- Are fees transparent?
- Are fees baked in?
- Are you seeing all of the fees?
- How might we lower fees?
- What about index funds?
- What about no load index funds?
- Is your money locked up?
- What about penalties?
- What about employer restrictions?
- Who can change the rules whenever they want?
- What about bank robbers?
- What about the tax time bomb?
- What about deferral?
- Is it ever a good idea to defer a root canal?
- Would you like to hear Episode 30?
- Who are you underwriting?
- Where will the government get the money?
- What will happen by 2045?
- What about social security?
- What about medicare?
- What will be insolvent?
- Is there any way to avoid these dangers?
- What is safe and predictable?
- What about guarantees?
- What did Mark discover through his financial education as a Bank on Yourself Professional and Certified Financial Planner®?
- How is Wall Street like a crazy rollercoaster?
- What is high cash value, dividend paying whole life insurance?
- How has this been around for centuries?
- What about Bank on Yourself® type whole life insurance policies?
- How is this different from other types of life insurance?
- Would you like to read the Bank on Yourself Revolution by Pamela Yellen?
- Are you too sick?
- Are you too old?
- Who started a life insurance policy at age 85?
- What did the father of the 401(k), Ted Benna say?
- What is a monster?
- Where does Ted Benna put his money now?
- Why would he recommend that?
- What problems does that solve?
- What about predictable and guaranteed growth?
- What about control of your money?
- What about liquidity and access to the money?
- What about multiple tax advantages?
- Who need to hear this episode?