Tag: Whole Life Insurance
Financial Strategies for a Longer Life with Marty Nachemson (Ep.13)

Financial Strategies for a Longer Life with Marty Nachemson (Ep.13)

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Feeling overwhelmed by retirement planning? You’re not alone. Many people struggle with the complexity and uncertainty of making their savings last.

Daniel Paikin and Rob Schlesinger are joined by seasoned financial advisor Marty Nachemson, a financial advisor at Prosperian Wealth Management, to delve into the intricacies of retirement planning. With over 17 years of experience and a wealth of knowledge, Marty shares invaluable insights on preparing for the long-term financial landscape, addressing common misconceptions, and adapting to unforeseen life changes.

Daniel, Robert and Marty discuss: 

  • What are the major challenges in retirement planning related to increasing longevity and rising costs?
  • How can uncertainties such as fear, inflation, market volatility, and tax law changes affect retirement?
  • What are the potential advantages of using a long-term care rider on a life insurance policy compared to traditional long-term care insurance?
  • Why are appropriate estate documents and planning for health issues critical aspects of a successful retirement plan?
  • And more

Connect with Tempus Financial Group:

Connect with Marty Nachemson: 

About our Guest: 

Marty Nachemson is a partner at Prosperian Wealth Management. Marty brings a specialty in holistic financial engineering to his clientele. He utilizes a variety of skills, financial acumen and a diverse portfolio of products and services in order to provide clients with true financial independence. Thorough and innovative, Marty produces measurable returns through a unique macro-economic coordination process, with the goal in mind to increase efficiency of dollars, develop tax saving strategies, along with risk management and control over your finances.

For over three decades, Marty’s communication skills, grasp of economic strategy and desire to serve has brought him a diverse and prolific clientele as well as many industry awards and recognition. Marty is a volunteer for the FISH Organization which is responsible for getting community members to health care professionals they would otherwise not be able to access. The Nachemson family has been a host family for A Better Chance (ABC) program. ABC enables academically gifted children, who live in areas where education is scarce or even dangerous: get a quality education outside of their own communities.

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Why Whole Life Insurance Should Be Part of Your Financial Plan (Ep. 12)

Why Whole Life Insurance Should Be Part of Your Financial Plan (Ep. 12)

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Whole life insurance is old and expensive… or is it?

Robert Schlesinger and Daniel Paken discuss the importance of whole life insurance as a foundational asset in financial planning. They explain the history and mechanics of whole life insurance, highlighting its contractual guarantees and long-standing track record. The hosts emphasize that whole life insurance provides peace of mind and serves as a volatility buffer in retirement, allowing individuals to spend other assets differently. 

Daniel and Robert discuss: 

  • How does whole life insurance serve as a foundational asset in financial planning, providing peace of mind and acting as a volatility buffer in retirement?
  • What are the long-standing contractual guarantees of whole life insurance, and how have they stood the test of time?
  • What are the common objections to whole life insurance, such as cost and fees, and how should these be evaluated against its value and benefits?
  • Why is working with a knowledgeable advisor essential when implementing whole life insurance and designing a comprehensive financial plan?
  • And more

Connect with Tempus Financial Group:

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Understanding Life Insurance in Financial Planning with Craig Katz (Ep. 5)

Understanding Life Insurance in Financial Planning with Craig Katz (Ep. 5)

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Navigating the realm of life insurance can be a daunting challenge—from selecting the most fitting type for your plan to deciding whether it’s a necessity at all. However, its role in your financial portfolio is far from insignificant.

In a compelling discussion, Daniel Paikin and Robert Schlesinger team up with Craig Katz, their partner at Tempus Financial Group, to unravel the intricacies of life insurance. This insightful conversation delves deep into why life insurance is a pivotal component of your financial puzzle, dissecting various types, including term and permanent policies.

Daniel, Robert and Craig discuss: 

  • Why is life insurance important in financial planning
  • How do you calculate the amount of life insurance needed
  • What are the types of life insurance, specifically term insurance and permanent life insurance
  • Why is it important to integrate life insurance into a broader financial plan
  • And more

Connect with Tempus Financial Group:

Connect with Craig Katz: 

About our Guest: 

Craig believes in taking both an offensive and defensive approach to developing and protecting wealth. He helps his clients build maximum wealth potential while simultaneously protecting against major facets of life such as taxes, inflation, lawsuits, death and disability.

Craig has been in the financial services industry since 1997, beginning as an analyst with JP Morgan Chase. From there he spent a few years as an equity trader where the lack of intimate and long-standing client relationships led him to move to the personal planning side of finance. He joined Strategies for Wealth, an affiliate of Tempus Financial Group in 2004.

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