Skip to site content

Category: Insurance

42 results found
article

At What Net Worth Should You Cancel Your Life Insurance?

Updated: May 27, 2023

When is it safe to start considering to cancel your life insurance? In this highlight, we discuss the deciding factors…

View Article

article

Does It Always Make Sense To Utilize an HSA?

Updated: April 25, 2023

Health Savings Accounts, or HSAs, are extremely powerful savings and investment vehicles for medical expenses and retirement. They are right…

View Article

article

Comprehensive vs. Liability Car Insurance: Which Should You Buy?

Updated: April 17, 2023

How do you know which auto insurance you should consider when it comes to protecting yourself? Here’s how to shop…

View Article

article

My HSA Has Poor Investment Options! (What Should I Do?)

Updated: March 3, 2023

Health Savings Accounts are powerful investment vehicles and you want to make sure you are making the most out of…

View Article

article

Tax-Free Retirement Accounts (TFRA): What You Need to Know!

Updated: February 22, 2023

Retirement accounts do not have to be complicated. In this highlight, Brian discusses the benefits of tax-free retirement accounts, specifically…

View Article

article

When and How To Buy Life Insurance

Updated: August 19, 2021

Nobody enjoys thinking about life insurance, for the same reason no one enjoys planning their own funeral or shopping for…

View Article

article

What Types of Insurance Do You Need?

Updated: October 25, 2019

One of the scariest financial mistakes you can make is not having all of your risks covered. Passing away without…

View Article

episode

Use Whole Life Insurance to Avoid Estate Taxes?

Updated: September 21, 2018

There’s a whole industry on avoiding estate taxes. Should I use whole life insurance to avoid estate taxes? Tune in…

View Episode

episode

9 Ways to Lower Your Auto Insurance Bill

Updated: June 8, 2018

If you are interested in lowering your auto insurance bill and monthly premiums, then you’ll want to tune in to…

View Episode

episode

What You Need to Know About Whole Life vs. Term Insurance

Updated: May 11, 2018

Have you ever wondered if you should buy whole life or term insurance? Tune in to this week’s mini-episode of…

View Episode