Key talking points this episode:
- What’s changed about life insurance with the Secure Act.
- Proper use of leverage.
- My best example of someone who got it right – bracket bumped $400k into a Roth IRA.
- Printing Money – a story for someday.
- What’s the difference between mowing your own yard, changing your own oil and managing your retirement?
- Share identification before selling or gifting.
- Dealing with diminished mental capacity in your own home or with parents.