Episode 9: Explaining Bank-Owned Life Insurance (BOLI)

April 4, 2016

Carlos explains his findings when he explored bank-owned life insurance. If these policies are such bad investments, why are major banks gobbling them up?

Episode 8: Pay Tax Now or Later?

March 28, 2016

Carlos and Bob discuss the typical options available for tax-advantaged retirement vehicles, helping listeners make an informed decision. Simply deferring a tax is not necessarily the best route.

Mentioned in this podcast: https://lara-murphy.com/pay-tax-now-later/

Episode 7: The Nuttiness of Negative Interest Rates

March 21, 2016

Carlos and Bob discuss the unprecedented phenomenon of negative interest rates, and the related war on cash.

Mentioned in this podcast: https://www.washingtonpost.com/news/wonk/wp/2016/02/16/its-time-to-kill-the-100-bill/

Episode 6: What’s Wrong With ‘Buy Term & Invest the Difference’? Part 3

March 12, 2016

Carlos and Bob wrap up their response to this common objection to Whole Life insurance.

Website mentioned in the podcast: http://dowtheoryletters.com/Content_Free/2494.aspx

Episode 5: What’s Wrong With ‘Buy Term & Invest the Difference’? Part 2

March 6, 2016

Carlos and Bob continue with their unpacking of this common objection to Whole Life insurance.