In this episode, Jude tackles two listener questions from the mailbag, focusing on two of the most common retirement concerns: life insurance and investing. First up, what should you do if someone is pitching you a life insurance policy as an “investment”? Jude explains the pros, cons, and the middle ground between the extremes of “buy it all” and “avoid it completely.”
Jude also lays out the key questions you need to ask before signing on the dotted line and why your financial goals, not someone else’s agenda, should guide the decision. Then, Jude responds to a saver who has built up a sizable 401(k) balance but admits he doesn’t know what to do next.
Here’s some of what we discuss in this episode:
📝 Not all life insurance is created equal
⚖️ Making financial decisions based on your goals
💰 A large 401(k) balance isn’t enough without strategy
🪣 How the “bucket plan” can help give your money purpose
🧘 Structure brings peace of mind
The Tax Bomb Calculator:
https://retirementtaxbill.com/?u=Z00xeHQrK3lieGhOMlYvdnlNSUIvQT09
Connect:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Schedule your complimentary review with Jude: https://calendly.com/centruscalendar-/30min
Watch on YouTube: https://www.youtube.com/channel/UCOyRZhgLenTC49qNZH9mEuQ/
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