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Can Your Family Live Without You? (4/6/2024)

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Manage episode 411448201 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you ever look at your yearly premiums paid for insurance and wonder why you even pay that much for something that may never happen? But what if it does? Brian and Jeremiah talk about risk management, but not the kind you mitigate within your investment portfolio. They discuss the importance of life insurance, explain the differences between whole and term life policies, and give real-world examples of why our families absolutely need it. Plus, as we all start to finish up our taxes, they make a point as to why it's probably worth it to pay a tax preparer. Why? The same reason you may need an advisor.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

—————————————————————

SPONSORS:

Guild Mortgage:

https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&utm_medium=description&utm_campaign=sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

  continue reading

100 episodes

Artwork
iconShare
 
Manage episode 411448201 series 3083349
Content provided by Alec Kelso and The Real Money Pros. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Alec Kelso and The Real Money Pros or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Do you ever look at your yearly premiums paid for insurance and wonder why you even pay that much for something that may never happen? But what if it does? Brian and Jeremiah talk about risk management, but not the kind you mitigate within your investment portfolio. They discuss the importance of life insurance, explain the differences between whole and term life policies, and give real-world examples of why our families absolutely need it. Plus, as we all start to finish up our taxes, they make a point as to why it's probably worth it to pay a tax preparer. Why? The same reason you may need an advisor.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

—————————————————————

SPONSORS:

Guild Mortgage:

https://branches.guildmortgage.com/id/meridian/dave-perry-835-hpdpe.html?utm_source=radio&utm_medium=description&utm_campaign=sponsor

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

—————————————————————

  continue reading

100 episodes

All episodes

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