Episode 77
SERIES: Life Insurance - How to Maximize Your Income & Minimize Your Taxes
Retire at New Heights with Johnnie Roberts
December 19, 202511m 49s
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Show Notes
In this episode, Johnnie explains how life insurance fits alongside market accounts and Roth money. He shows how death benefits can replace a lost Social Security check or income for a surviving spouse, and how cash value can be tapped tax-free for one-time needs or ongoing income. He also compares fixed and indexed life insurance options that offer guarantees and stability when markets are unpredictable.