Cash value life insurance often sparks debate — is it a smart financial tool or an expensive way to mix insurance with investing? Lance Roberts & Jonathan Penn break down how cash value life insurance actually works and where it may (or may not) fit into your overall financial picture. 0:18 - Preview - Life Insurance & BYOB, Earnings Season Continues 6:00 - Markets Confirm Bullish Trend 10:55 - Private Credit Fund Warning - Subprime Credit Danger 18:22 - Whole Life Insurance Explained 19:51 - Whole Life vs Term, ULI, VUL 22:54 - Why Dave Ramsey is Wrong About Insurance 23:44 - The Math - Term vs Whole Life 25:51 - Why You Need Insurance 29:16 - Overfunding Strategies & Be Your Own Bank 32:49 - Whole Life vs Term (again) 37:59 - Beware Blanket Statements - Do the Research 39:28 - MEC - Modified Endowment Contracts 41:13 - When the Life Insurance Runs Out 43:02 - Converting Term to Whole Life 46:01 - Comming Attractions Whether you're building wealth, protecting your family, or planning for retirement, understanding this strategy can help you make smarter financial decisions. 📊 Subscribe for weekly insights on money, markets, and smarter financial planning. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=MCbMnMu5fJw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- The latest installment of our new feature, Before the Bell, "Buy the Dip Pays Big Again," is here: https://www.youtube.com/watch?v=K71txMyCPBI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our Previous Show, "Invest Like a Bull, Think Like a Bear," is here: https://www.youtube.com/watch?v=Hx8uxz3jUnk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BuyTheDip #StockMarketToday #SP500 #MarketTrends #InvestingNews #CashValueLifeInsurance #FinancialPlanning #WealthBuilding #RetirementStrategy #PersonalFinance
Published on 2 months ago
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