Month: June 2022

The Five Things Your LIRP Must Have

Life insurance retirement plans or LIRPs are long-term propositions. They only really work if you think of them like a marriage, meaning they work best if it’s until death do you part.  Don’t start an LIRP unless you’re planning on dying while…

Catch 22: Inflation or Recession?

Today’s episode addresses the question ‘Do we continue to let inflation run roughshod over our purchasing power, or do we raise interest rates and risk plunging our country into a recession?’ David states that Federal Reserve Chair Jerome Powell…

Could Inflation Lead to Higher Taxes?

David shares a stat from the US Labor Department: as of May 11th, inflation over the last 12 months through April of 2022 has been 8.3%. David explains that the general belief is that inflation doesn’t necessarily translate to more taxes because the…

Join Our Mailing List

Schedule your one-on-one strategy session today