Ep 111 | Why Life Insurance Is Important w/Joseph Lombardi
Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen Xers
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
Next Steps:
Book Your Retirement Roadmap Session Today
Book A Free Confidence Kickstart Call to Chat
Or, grab one of my free resources to help you take the first step:
5 Must-Do Steps for Retirement Planning — A simple guide to help you prepare with purpose
Retirement Ready Checklist — Make sure you’re not missing a single step on the road to retirement
