Retire Rich: Tales of Financial Freedom
Retire Rich: Tales of Financial Freedom
Podcast Description
Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.
Podcast Insights
Content Themes
The podcast covers a wide array of financial subjects including retirement planning, wealth accumulation, life insurance options, and generational saving strategies. Specific episodes delve into themes such as market volatility's impact on retirement in 'Market Volatility and Your Retirement Now,' exploring collectible investments in 'Building Wealth Beyond Stocks,' and addressing educators' financial challenges in 'Helping Educators Gain Financial Independence.' Each episode is crafted to deliver actionable insights and relevant stories.
Welcome to Retire Rich: Tales of Financial Freedom with Marc Hernandez and Carlos Lopez from MAH Financial. In this podcast, we guide professionals of all generations, including GenX, Millennials, and Baby Boomers, to answer an array of questions ranging from building wealth in 401(k) plans to selecting life insurance policies, including questions about IRAs, dividends, and bond alternatives. So, tune in as South Texas’ own financial advisors and fiduciaries, Marc and Carlos, draw from years of expertise, interview clients, and share stories of financial wisdom to accelerate your path to achieving your financial goals.
In this episode, the MAH Financial team discusses how an Indexed Universal Life (IUL) policy can be a powerful wealth-building tool with unique tax benefits. They break down the “triple crown” of advantages: tax-deferred growth, a tax-free death benefit for loved ones, and tax-free access to cash value during your lifetime. Learn how IULs compare to traditional accounts and how they can be used strategically for expenses like college costs or a future home.
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