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Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

Life Insurance (in Retirement) Part 1: The Most Common Use Cases + A 3-Step Process for Managing Risks

Today I’m kicking off our two-part series on life insurance.

Specifically, I’ll be tailoring these episodes to those who are in retirement or close to it.

Here are a handful of the things I’ll be covering:

Key Takeaways
  • What are the different types of life insurance (+ pros and cons)
  • How to determine the need for life insurance
  • What are the costs and tax considerations
  • How to analyze an old insurance policy
  • Where to buy life insurance without getting ripped off

If you’re FINALLY ready to understand life insurance in retirement (in plain English!), you’re going to love this series.

How to Listen to Today’s Episode

Episode Links & Resources:

Episode Transcript

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— ABOUT

About the Show

The Stay Wealthy Retirement Podcast will teach you how to reduce taxes, invest smarter, and make work optional in retirement.

Award-winning CERTIFIED FINANCIAL PLANNERâ„¢ Taylor Schulte tackles topics like tax planning, IRA's, 401(k)'s, retirement income strategies, insurance, pensions, investments, social security, and more!

Every episode will give you actionable tips to help you preserve your hard-earned money and "stay wealthy" in retirement.

Proud Member of the Retirement Podcast Network.

About Taylor

Taylor R. Schulte, CFP®

I worked for large wealth management firms for half of my career. They spent more time talking about how to make the firm more money than how to make clients more money. I set out to change that.