In Plus Episode 372, we look at the purpose of the model portfolios, how they have evolved, and the historical performance. We also answer some member questions about the model portfolio changes in early January to reduce equity REIT exposures and eliminate preferred stocks. Finally, we explore life insurance policies that are classified as modified endowment contracts. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by … [Read more...]
353: The Pros and Cons of Infinite Banking and Whole Life Insurance
How permanent life insurance can be an effective tool for retirement planning. Topics covered include: Show Notes ACLI 2020 Life Insurers Fact Book—The American Council of Life Insurers Pros And Cons Of Life Insurance For Children by Cameron Huddleston and Amy Danise—Forbes The Four Approaches to Managing Retirement Income Risk by Wade D. Pfau Safety-First Retirement Planning: An Integrated Approach for a Worry-Free Retirement (The Retirement Researcher Guide Series) by … [Read more...]
319 Plus: A New Way to Interact with Plus Members, IVOL, and Leveraged Universal Indexed Life Insurance
In Plus episode 319, we discuss an experimental way to interact with other Plus members using Discord. We review David's recent trades to raise funds for a house closing. We examine the Quadratic Interest Rate Volatility and Inflation Hedge ETF (IVOL) ETF. Finally, we look at a life insurance strategy that involves index options and leverage. Become a Member If you would like to listen to this episode of Money For the Rest of Us Plus, you can do so by becoming a Money For the Rest … [Read more...]
