Life Insurance 101 w/Daphne Jones. Whole Life Vs. Term Explained. Is Life Insurance Part of YOUR Retirement Plan?

Life Insurance 101 w/Daphne Jones. Whole Life Vs. Term Explained. Is Life Insurance Part of YOUR Retirement Plan?

Author: Matt Franklin - entrepreneur, investor, consultant, video producer, retirement nerd August 11, 2021 Duration: 29:32

Before you listen to today's episode, check out this article in the Washington Post about a widow who lost her house because her dead husband didn't have life insurance. It's sad.

Today's special guest to help us unravel the mysteries of life insurance as it relates to our retirement planning is Daphne Jones, from sunny Houston, Texas. She's a wealth coach and co-host of the Smart Women, Smart Money podcast.

This is a basic intro to life insurance and we get into the whole "term vs. whole life" debate. Remember, Dave Ramsey forbids you from buying a whole life policy. But what if you become uninsurable in your later years, but you still want life insurance? Well, you'll be out of luck.

There's a lot of food for thought in here, so sit back, crack open a beer and get yourself a quick education on what can be a confusing topic.

To get on Daphne's calendar for a complimentary wealth checkup and review, go here: https://calendly.com/daphne-tsmc/comp-session

Be sure to visit my retirement planning podcast website at www.rogueretirementlounge.com

And if you have any questions you'd like me to answer on the show, email me at matt@rogueretirementlounge.com


Matt Franklin has worn a lot of hats-entrepreneur, investor, consultant, and self-proclaimed retirement nerd-and he brings that full spectrum of experience to Rogue Retirement Lounge. This podcast is built for the self-employed, the freelancers, and the business owners who find traditional financial advice doesn't quite fit their unconventional path. Forget the dry lectures; here, retirement planning is about actionable strategy and building real freedom. You'll hear detailed discussions on constructing a portfolio that goes far beyond the stock market, focusing on tangible, cash-flowing assets that aim for better returns with managed risk. Episodes dive into the nuts and bolts of self-directed IRAs, the realities and opportunities of investing in real estate, and the practicalities of considering a retirement abroad. Matt also breaks down essential, often overlooked tactics for legal tax reduction and robust asset protection, ensuring what you build is safeguarded. As a Bitcoin enthusiast, he naturally explores where digital assets fit into a modern, diversified plan. The conversation is always geared toward creating a resilient financial future that aligns with an independent lifestyle, making this podcast a resource for anyone who wants their retirement to be as dynamic as their career has been.
Author: Language: English Episodes: 100

Rogue Retirement Lounge with Matt Franklin: Entrepreneur, Investor, Bitcoin Enthusiast
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