236. Be Your Own Bank with Life Insurance - Is this legit?

On this episode of A Wiser Retirement® Podcast, we talk about using life insurance to be your own bank with Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®. We discuss what happens if you rely solely on life insurance for wealth-building and stress the importance of having a diversified financial plan.

Podcast Episodes Referenced:
- Ep 214: What is disability insurance and do I need it?
- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?
- Ep 146: The Power of Life Insurance to Meet your Family’s Goals

YouTube Videos Referenced:
- Long-Term Care Insurance Explained

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!