Family Banking with Wade Reed - Part 2 - podcast episode cover

Family Banking with Wade Reed - Part 2

Mar 14, 202538 minEp. 204
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Episode description

I start off with feedback on listener questions and comments and then dive into part two of my conversation with Wade Reed on his podcast Wealth Acceleration. We dig into the benefits of Paradigm Life's approach to Wealth Strategy that sets itself apart by occurring through a lens of Certainty, not chance.

 

Highlights

  • Age and life insurance feasibility.
  • Whole life vs. term insurance.
  • High premiums for older age explained.
  • Misleading average annual returns.
  • Real-life example illustrating return math.
  • Whole life insurance as a stable asset.
  • Balancing risk and control in personal finance.
  • Importance of liquidity during COVID-19 for landlords.
  • Discovering real estate investing through setbacks.
  • Comparing life insurance returns and investment risks.
  • The importance of thorough investment underwriting.
  • Investing control and its impact on success.
  • Family bank strategy with whole life insurance.

 

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Family Banking with Wade Reed - Part 2 | Gary's Gulch podcast - Listen or read transcript on Metacast