After getting my own life insurance policy last year, I’ve been blown away by what a cool tax-free, wealth-building loophole it is. They don’t call it “Rich Man’s Roth IRA” for nothing! Financial education, people! That being said, life insurance can be confusing, and there’s a lot of bad products/salespeople out there, so this video I share everything I know about life insurance and how to decide if it’s a fit for you.
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00:01:10 – What is life insurance?
00:06:40 – What’s best for you… Term Life vs. Permanent Life?
00:12:00 – When is the best time to get life insurance?
00:16:25 – How to choose a GOOD life insurance policy
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SOME NAMES OF REPUTABLE *MUTUALLY-OWNED* INSURANCE COMPANIES
Northwestern Mutual, National Life, John Hancock, Mutual of Omaha, Minnesota Mutual, Nationwide
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***BOOKS I RECOMMEND 📚***
I Will Teach You to Be Rich (hilarious how-to book on personal finance for millennials)
The Little Book of Common Sense Investing (Jack Bogle’s classic advice on index funds)
InvestED (step-by-step, millennial-friendly advice on how to pick stocks like Warren Buffett)
Unshakeable (this book = courage. blast ALL the fears & misconceptions you have about investing)
Rich Dad Poor Dad (#1 selling personal finance book of all time… need I say more?)
Think and Grow Rich (the ultimate book on money mindset and wealth consciousness)
***MY FAVORITE MONEY TOOLS 🖤***
YNAB (I literally can’t live without this budgeting app, so obsessed)
Wise (like Venmo but for international currencies – I use this app a LOT for my life in Mexico)
High-Yield Savings Accounts (don’t settle for 0% when you can get 3%+ on your savings)
Ledger Nano S (crypto storage hardware wallet, because “Not Your Keys, Not Your Crypto”!):
DISCLAIMERS & DISCLOSURES ❤
This content is for education and entertainment purposes only. Rose does not provide tax or investment advice. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal.
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