Tag: Financial Advice
How To Do Life Insurance Your Way (Ep. 11)

How To Do Life Insurance Your Way (Ep. 11)

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What if there’s a better way to approach life insurance than what you’ve been told?

Dive head first into the world of life insurance with Jason Coddington in this compelling ‘Money Metaphors’ episode. Jason shares his personal journey with life insurance following his father’s passing, providing a unique and heartfelt insight into this crucial tool for family financial stability and peace of mind. 

Key Highlights:

  • Calculating Life Insurance Coverage: Learn how to tailor your life insurance coverage using needs-based and income-based calculations to meet your financial situation 
  • The Importance of Early Coverage: Discover the significant cost benefits of securing life insurance in your 30s and the concept of ‘insuring your insurability’ against unforeseen health issues
  • Term vs. Permanent Life Insurance: Dive into the differences and advantages of term and permanent life insurance, understanding which option best aligns with your life stage and financial goals
  • The Human Life Value Approach: Understand this unique method for calculating life insurance, focusing on the lifetime earnings potential and its practical implications
  • Combining Policies: Learn effective strategies for blending term and permanent life insurance to achieve both immediate coverage needs and long-term financial security
  • The Benefits of Term Life Conversion: Explore the invaluable option of converting term life into permanent insurance, especially beneficial if health concerns arise later in life
  • Customizing Life Insurance: Jason highlights the importance of customizing life insurance plans to fit individual financial circumstances, career trajectory, and family commitments

Join us in this episode to inspire your financial future with the right life insurance strategy. Act now to safeguard your family’s tomorrow.

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*Guarantees are based on the claims-paying ability of the issuing insurance company.

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Retirement Plans for Small Businesses: Choosing the Right Fit (Ep. 7)

Retirement Plans for Small Businesses: Choosing the Right Fit (Ep. 7)

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Think choosing a retirement plan is difficult? 

We’re breaking it down, ingredient by ingredient!

Dive into retirement planning with Jason Coddington of Coddington Wealth Advisors, where complex concepts become as simple as kitchen recipes! Jason serves up financial wisdom like a master chef, turning the selection of retirement plans into an easy-to-follow recipe for success.

Key takeaways include:

  • Simplify the complex world of retirement plans: Spotlighting the best fits for businesses of all sizes
  • SEP IRA vs. SIMPLE IRA Showdown: Get the lowdown on the pros and cons of each
  • Simple IRA Clarified: For businesses with under 100 employees, discover the Simple IRA’s blend of generous contributions and employer-match flexibility
  • 401k Unpacked: Explore the perks and obligations of 401k plans, from beneficial loans to essential IRS filings
  • Inside Safe Harbor 401k & SIMPLE IRA: Dive into the immediate benefits for employees with these plans’ direct and vested contributions
  • And much more!

 

Resources:

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The Map is Not the Territory (Ep. 6)

The Map is Not the Territory (Ep. 6)

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Are you ready to turn the complex world of investing into an adventure? 

Join us on a financial quest as Jason Coddington transforms investing into an exciting hike through uncharted territory, guiding listeners through the stock market’s intricacies and financial planning’s nuances, using vivid analogies and relatable stories. It’s more than just numbers; it’s a journey of discovery.

Key Highlights:

  • Navigating the Stock Market: Explore how investing mirrors a hike in uncharted territory, where the stock market is a map guiding but not defining your path
  • Long-term Investment Goals: Learn how aligning investments with long-term objectives can be your shield against inflation and market shifts
  • Understanding Market Volatility: Dive into the dynamic world of stocks, understanding their ‘uphill yo-yo’ journey and the wisdom behind portfolio rebalancing
  • Dealing with Market Declines: Discover how to stay resilient in the face of market drops by recognizing the long game in stock investing and the power of diversification
  • And much more!

 

Connect with Jason Coddington:

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