Tag: episode_1416

Retirement Experts Address The Rising Costs And How To Conquer Them

October 6, 2017

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TWO RETIREMENT EXPERTS ADDRESS THE RISING COSTS OF RETIREMENT AND HOW TO CONQUER THEM

October 6, 2017

Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt.
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DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT

October 6, 2017

DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT

Term Life Insurance

  • Immediate cash to cover expenses
  • Tax-free

Permanent Life Insurance

  • Can borrow from in retirement
  • Many have imbedded annuitization which can be turned into a guaranteed income stream for life
  • Some policies offer long-term care riders to use for long-term care

Watch the related WEALTHTRACK episode.

LANKFORD & BLUNT: RETIREMENT ADVICE CALLING

October 6, 2017

RETIREMENT ADVICE CALLING

Retirement planning is something most of us start to think about as we get older. That was not the case with personal finance journalist Kim Lankford, or former New York Life senior executive Chris Blunt. Both were drawn to it professionally at an early age and consider it more of a calling than a job.

Watch the related WEALTHTRACK episode.

PREMIUM: LANKFORD & BLUNT

October 4, 2017

RETIREMENT SECURITY

Insuring a secure retirement with retirement experts Kim Lankford and Chris Blunt.

WEALTHTRACK Episode #1416; Originally Broadcast on October 06, 2017

Explore This Episode

We have compiled additional information and content related to this episode.


KIMBERLY LANKFORD

CHRISTOPHER BLUNT

  • Independent Retirement Expert,
  • Former President, Investments Group, New York Life
Consuelo MackNewsletter available soon.
Mathews Asia

DON’T OVERLOOK THE CONTRIBUTION LIFE INSURANCE CAN MAKE FOR RETIREMENT

    Term Life Insurance

  • Immediate cash to cover expenses
  • Tax-free
    Permanent Life Insurance

  • Can borrow from in retirement
  • Many have imbedded annuitization which can be turned into a guaranteed income stream for life
  • Some policies offer long-term care riders to use for long-term care

Bookshelf titles available soon.


LANKFORD: UNIQUE RETIREMENT TOOL

Contribute to a Health Savings Account (HSA)
– Triple-tax break : Tax-free contributions
Tax-deferred growth
Tax-free expenditures

BLUNT: RETIREMENT INSURANCE

Have a long-term care plan

    Multiple options:

  • Long-term care insurance
  • Rider on insurance policy
  • Annuity

No stock mentions in this episode.
Download the transcript included in the WEALTHTRACK PREMIUM subscription here [pdf].

More information regarding WEALTHTRACK transcripts can be found here

Kimberly Lankford and Christopher Blunt from the WEALTHTRACK archives:

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RETIREMENT ADVICE CALLING​​​​​​​

Retirement planning is something most of us start to think about as we get older. That was not the case with personal finance journalist Kim Lankford, or former New York Life senior executive Chris Blunt. Both were drawn to it professionally at an early age and consider it more of a calling than a job.  

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