The Surprising Math on Whole Life Insurance Returns скачать в хорошем качестве

The Surprising Math on Whole Life Insurance Returns

In this myth-busting episode, I'll translate the complex math behind whole life insurance returns into language everyone can understand. Using real numbers and my favorite financial calculator, I'll show you why comparing whole life insurance to other investments without accounting for taxes, fees, and death benefits is like comparing apples to oranges—and why this misunderstood financial tool might deserve a second look in your wealth-building strategy. LINKS: 1. Apple, Spotify, and more: https://www.stackedlife.com/podcast 2. Free mini-course: Supercharge Growth with Whole Life Insurance https://www.stackedlife.com/supercharge 3. Get my free newsletter: https://newsletter.stackedlife.com 4. Work with me: Schedule a consultation: https://www.stackedlife.com/consultation 00:00 The Math on Whole Life Insurance Returns 00:03 Is Whole Life Really A "Bad Investment?" 00:31 Book Recommendations 02:30 Cash Value Growth is Not an Interest Rate Calculation 02:52 Understanding Capital Equivalent Cost 03:41 Breaking Out the Financial Calculators 07:36 Whole Life Insurance as an Asset Class 09:01 Accounting for Term Insurance 10:09 Accounting for Taxes, Fees, Commissions, Custodianship 15:27 Millions Lost When Term Insurance Expires 16:30 Whole Life is NOT an Investment, But it Ain't No Slouch Either