Life Insurance 101

Money Guy Show

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

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 8 February 2013

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Although life insurance may be a morbid discussion, it can be a very important piece of your financial plan. Rates can be very affordable, even for people in their 40’s and 50’s. We believe that it is important to educate yourself by doing your homework and getting a good understanding of what you are buying. Remember that your family is dependent on your income, and it will make such a difference in the lives of those you may leave behind.

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.
0:16.6	So today's show is going to be kind of inspired by we had a listener email come in asking
0:22.4	us to, hey, just send us some a premium member, can you send me over a link to the life insurance
0:27.0	show that you did a number of years back.
0:29.4	And I was like, oh, it's been a while since we did a life insurance show.
0:33.6	That's actually like a really good life insurance one-on-one type show.
0:36.8	Yeah, instead of just throwing it in, you know, when I do those, you know, 60-second
0:40.4	financial plan shows that I do every now and then, we're going to go in a little more
0:44.8	in-depth today.
0:45.8	And I'm even going to give you a great worksheet.
0:48.2	I'm going to make sure Carol puts the link to a great worksheet that smart money has
0:52.4	out there that's going to answer a lot of your questions or at least give you an analytical
0:57.6	way to quantify how much life insurance you need.
1:00.3	By the way, if you're brand new to the money guy show, this is the money guy podcast.
1:04.1	I'm your host, Brian Preston.
1:05.8	By the day, I'm a fee-only financial planner down here on the south side of Atlanta as well
1:09.9	as we have satellite offices in Nashville, Tennessee, as well as Augusta, Georgia.
1:15.8	Now by day, we are, like I said, fee-only planners.
1:19.2	I'm a certified public accountant, certified financial planner and a personal financial
	...

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