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In this episode, we ask:
- What did Mark learn from his parents?
- What was a great gift?
- What happened in high school?
- What did Mark receive after college?
- What happened with Dave Ramsey?
- How many jobs did we work?
- What did Mark’s mom do?
- What about health ratings?
- Would you like hear Episode 43?
- Would you like hear Episode 322?
- What did they discuss?
- What happened?
- How did Mark’s mom leverage her policy’s cash value?
- What about the Roth IRA?
- What happened next?
- What happens with a health rating?
- What about Mark’s dad?
- Would you like to hear Episode 302?
- What about the Upton Sinclair paradox?
- What was Dad’s philosophy for money?
- What did he believe about home values?
- What did Mark’s mom do through the cancer diagnosis?
- What are the limits on a Roth IRA?
- What happened in January 2017?
- What about estate planning?
- Are your documents in place now?
- Are your parent’s documents in place now?
- Do you have a will?
- Do you have a medical power of attorney?
- Do you have a financial power of attorney?
- What avoids probate?
- What does not avoid probate?
- Are life insurance proceeds private?
- Do you owe them or not?
- How might you avoid heartache?
- What goes directly to the beneficiaries?
- How much did she pay in as premium?
- How much did the benefits pay?
- What was the return?
- What was the tax?
- What were the fees?
- Where did Mark and his brother put the money?
- What would Mark prefer?
- What makes Mark smile?
- What happened with Mark’s dad?
- What happened at the end?
- Do people actually invest the rest?
- What happens with term insurance?
- What was worthless to him?
- Is your will updated?
- What are the issues with term insurance?
- What about love?
- What has Mark learned through losing both parents at a young age?
- How about a tale of two parents?
- What are the big takeaways?
- What is messy?
- How might you leave the best last gift?
- What about letting policies expire?
- Where would you like to be buried?
- What songs would you like to be played at your funeral?
- Would you like to hear Episode 149?
- Does this story resonate?
- Do you have a similar story or experience?
- How might you leave the best last gift?