Tax Free and Tax Advantaged Strategies Part 2 - Freedom Nation Podcast

Episode 149

Tax Free and Tax Advantaged Strategies Part 2

Published on: 26th October, 2023

In this part 2 of Tax Free and Tax Advantaged Strategies episode, we unravel the intricacies of life insurance, focusing on term insurance and cash value insurance. Dissecting the risks associated with the conventional 'buy term and invest the rest' strategy, we present a compelling case for cash value life insurance as a more cost-effective alternative. We also shed light on the benefits of cash value life insurance, including the level premium for life and the guaranteed return on the cash value portion of the policy. Join us as we discuss how mutual insurer dividends can help policyholders compound their wealth over time. This episode is a must-listen for anyone seeking to maximize their wealth and financial freedom.

About Jeff: 

Jeff spent the early part of his career working for others. Jeff had started 5 businesses that failed before he had his first success. Since that time he has learned the principles of a successful business and has been able to build and grow multiple seven-figure businesses. Jeff lives in the Austin area and is actively working in his community and supporting the growth of small businesses. He is a board member of the Incubator.Edu program at Vista Ridge High School and is on the board of directors of the Leander Educational Excellence Foundation

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About the Podcast

Freedom Nation Podcast
The Freedom Nation podcast is the home of Freedom Day, the achievement of a work-optional lifestyle. Our show focuses around personal finance, real estate, multiple sources of income, cashflow, and the stories of people that have achieved their own Freedom Days. Our host is Jeff Kikel a 30 year veteran of the Financial Services industry that attained his own Freedom Day by building multiple streams of income, selling some, buying more and sharing his story with the audience.
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