Episode 71: Retirement Planning: IBC As Part of Your Retirement Portfolio
Wealth Warehouse · The IBC Guys via Podcast Principles
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Show Notes
In this week’s episode, Dave and Paul finally take a long look at retirement – and dive into the questions you need to ask yourself as well as what your future may look like if you maintain the status quo.
Will you be safe with traditional 401k plans? Should you continue to store your hard earn bucks in someone else's bank? How should you be positioning yourself for a comfortable retirement? All of these burning questions will be answered in this episode!!
Episode Highlights:
0:00 - Intro
0:27 - Episode beginning
4:41 - Listener question
7:58 - Retirement and considerations you need to make
12:17 - The fog of war with retirement
14:32 - “The third bucket”
16:24 - Sequence of return risk
19:46 - What’s the alternative?
25:47 - The power of compounding
29:53 - Underspending in retirement
35:50 - Using IBC as a savings account
37:45 - Episode wrap-up
ABOUT YOUR HOSTS:
David Befort and Paul Fugere are the hosts of the Wealth Warehouse Podcast. David is the Founder/CEO of Max Performance Financial. He founded the company with the mission of educating people on the truths about money.
David's mission is to show you how you can control your own money, earn guarantees, grow it tax-free, and maintain penalty-free access to it to leverage for opportunities that will provide passive income for the rest of your life.
Paul, on the other hand, is an Active Duty U.S. Army officer who graduated from Norwich University in 2002 with a B.A. in History and again in 2012 with a MA in Diplomacy and International Terrorism. Paul met his wife Tammy at Norwich.
As a family, they enjoy boating, traveling, sports, hunting, automobiles, and are self-proclaimed food people.
Catch up with David and Paul, visit the links below!
Website:
https://infinitebanking.org/agents/Fugere494
https://infinitebanking.org/agents/Befort399
LinkedIn:
https://www.linkedin.com/in/david-a-befort-jr-09663972/
https://www.linkedin.com/in/paul-fugere-762021b0/
Email: