Ep 111 | Why Life Insurance Is Important w/Joseph Lombardi

Wealthy After 40: Retirement Ready, Financial Freedom, Budgeting, Saving, Debt

Wealthy After 40: Retirement Ready, Financial Freedom, Budgeting, Saving, Debt
Ep 111 | Why Life Insurance Is Important w/Joseph Lombardi
Mar 21, 2025
Dalene Higgins

What is your biggest challenge/problem with money?

In this episode, I am joined by Joseph Lombardi of Iron Hawk Financial. He shares his personal story to demonstrate why life insurance is important. He also educates us about whole life insurance as an investment, how it works, and the tax advantages. This isn’t a dry conversation about life insurance. Joseph is quite the entertainer! 


What you’ll learn in this episode:

✅ Learn about why life insurance is important from the guest personal life.

✅ Learn how much life insurance you may need as well as life insurance options.

✅ Learn the different long-term care strategies and how to protect your financial future.

✅ Learn about whole life insurance as an investment, tax advantages, and a tax deduction.


Connect with Joseph Lombardi

Website

Facebook

LinkedIn



Are you ready to stop hoping it all works out and start creating a clear plan for your retirement?

Message me on Instagram for details, or book your Roadmap to Retirement Call today!