Do You Actually Need Term Life Insurance?

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Business, Investing

4.7 • 3.1K Ratings

🗓️ 29 December 2021

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We face this question all the time, especially from people close to retiring - what do I do about my term life insurance policy? We'll walk you through that question and more in today's Q&A episode! Subscribe on YouTube! Download FREE Financial Resources from the show Get our Net Worth Tool Now! Sign up for our Financial Order of Operations course Let’s make sure you’re on the path to financial success - then help you stay there! The Money Guy Show takes the edge off of personal finance. We’re financial advisors that believe anyone can be wealthy! First, LEARN smart financial principles. Next, APPLY those principles! Then watch your finances GROW! Visit our site for more info. Instagram Twitter Facebook TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,
0:07.0	investing, taxes.
0:09.0	You've got financial questions, he's got financial answers.
0:12.6	It's Brian Preston, the money guy.
0:16.0	Uh, I'm going to start you off, Brian, with one.
0:20.2	That's really good.
0:21.2	That I can't remember we've ever answered.
0:23.0	Uh-oh.
0:24.0	No, it's really good.
0:25.0	Uh-oh.
0:26.0	We've answered it with car.
0:27.0	Road memorization doesn't occur if we don't break a new ground.
0:29.7	Right.
0:30.7	This is from Josh.
0:31.7	Uh- Josh, Josh's, uh, listen on YouTube.
0:33.7	He said, hey, what are the boxes that need checked before letting my term life insurance
0:42.2	expire?
0:43.7	And I'm going to add a little bit like, because he made such an expiration, I'm going to
0:48.0	even say, or getting rid of it all together.
0:50.6	Yeah.
0:51.6	Because I feel like we've faced that question all the time.
0:52.6	We'll have someone who retired, and I say, hey, I got this term policy.
	...

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