Life Insurance vs. Roth IRAs
Life insurance and Roth IRAs, despite their many similarities, Roth IRAs and life insurance are very different, and the rules that apply to one doesn’t always apply to the other.
The Medicare Open Enrollment period, which is October 15 through December 7 each year, is coming up. Insurance Consultant and Medicare Expert Tom Allen is here to make sure you are prepared to make your selection for 2022.
For many people in similar situations to my own, life insurance makes sense for various reasons. But what about individuals who are approaching retirement or already retired? Do they still need life insurance in retirement? The answer, like most things in personal financial planning, is "it depends."
In about a month, my wife, Lauren, and I will be hosting a birthday party for our first-born daughter, Remi, who will be turning a year old. Every night when we say our prayers before placing her in her crib, Lauren and I think about how we would do anything for her. We want to do everything we can to make sure she has the best life possible. We want her to have good values and morals, a good education, and above all else, be a kind person. In addition to those things, we want to be sure she has the tools to create financial success for herself.
Episode 47 - Darren Newell | Insurance Agent at Midwest Professional Insurance & Jason Newcomer | Dir. of Centralized Financial Planning at Barber Financial Group
Joining me to talk about this are Jason Newcomer and Darren Newell. Jason is a CERTIFIED FINANCIAL PLANNER™ and the Director of Centralized Finance Planning at Barber Financial Group, and Darren is an insurance agent at Midwest Professional Insurance. In today’s conversation, we talk about how to view risk management across different age ranges, how financial advisors and insurance agents often fail to help their clients mitigate risk, and how to take a holistic look at your risk exposure and best protect yourself right now.
Episode 22 - Tom Allen | Medicare Expert, CMS, Insurance Consultant
Today, Tom and I dive deep into the differences between Medicare supplement coverage options, how to avoid potentially devastating expenses when dealing with prescription drug costs, and how to find a plan that will cover any conditions you may have and keep you healthy for decades to come.
In this webinar, Jason Newcomer, CFP®, EA, discusses planning for health care costs in retirement. During this on-demand webinar, Jason covers Medicare, coverage between retirement and Medicare age, planning for increasing costs, and more. This webinar is designed to give you a better understanding of how health care costs can impact your retirement plan.
In this webinar, Darren Newell, Insurance Advisor, breaks down the intricacies of property and casualty insurance to address the question, "Are you fully covered?" The intention of the Are You Fully Covered? is to help people understand property and casualty insurance. What you need, and, just as important, what you don't need in coverage.
Tom Allen, Insurance Consultant & Medicare Expert, breaks down the many letters of Medicare in this webinar. The intention of the ABCs of Medicare is to help people understand what Medicare Parts A & B cover, and more importantly, what they don't cover and what you need to do about it. You'll learn how the Medicare Open Enrollment Period actually works, how to find out what prescription drugs are covered under certain plans, what Parts C & D cover, and more.