Episodes
Thursday Jan 18, 2024
Thursday Jan 18, 2024
🎙️ Welcome to The Investor Shed Podcast, Season 3 Episode 21 🎙️ Dive into the intricacies of financial planning in this enlightening episode with our esteemed guest, Josh Heikkila. Uncover the hidden potentials of life insurance plans and learn how they form a cornerstone of a well-rounded financial strategy. **Key Highlights:** - **[03:24]** Josh unveils the adaptable nature of life insurance plans, tailored to meet personal financial necessities. - **[41:42]** A critical look at the issue of under-insurance and practical steps to safeguard your family's financial future. - **[52:29]** Josh shares his blueprint for a robust financial system, integrating life insurance, real estate, and retirement planning. - **[55:51]** An exclusive peek into Josh's personal financial strategy, including insights into his whole life policies, IRAs, and brokerage account. - **[01:00:43]** Discussion about a complex hard money deal and the significance of sustaining financial stability in an ever-changing market. - **[01:09:00]** Josh's thoughts on judiciously managing and investing $30 million. 📘 **Recommended Read:** "The Personal Economic Model" This episode is a must-listen for anyone interested in enhancing their financial acumen, whether you're a seasoned investor or just starting out. **Timestamps:** - ... Ensure you hit like, share, and subscribe for more insightful content from The Investor Shed Podcast, your go-to source for top-tier real estate and finance expertise! --- **Stay Connected - Website: [northidahorei.com](https://www.northidahorei.com) - YouTube: [Nick Beveridge](https://www.youtube.com/nickbeveridge) - Email: [nickbeveridge17@gmail.com] #TheInvestorShedPodcast #FinancialPlanning #LifeInsurance #RealEstateInvesting #JoshHeikkila
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