Tag Archives: Tax Planning

FEATURE

Why You Should Love Life Insurance (Ep.17)



After your death, life insurance provides your beneficiaries with financial security. Or does it?

In this episode, Michael Labos shares why the government’s lack of love for life insurance makes him love using it in financial planning. He dives into how governments view life insurance, how to avoid its pitfalls and create a plan for you and your beneficiaries.

Michael discusses:

  • Two main benefits of life insurance
  • How governments restrict the returns granted by life insurance policies 
  • Where life insurance fits within retirement planning
  • How to optimize life insurance and retirement planning to provide the death benefit to your heirs
  • And more!

Resources:

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FEATURE

Here are the Top 5 Questions Financial Advisors are Getting Asked (Ep.12)



There are always questions asked upon learning someone’s profession. 

What about you? What are you getting asked?

Now, what about financial advisors. Are you wondering about the top questions they are getting asked? 

In this episode, Michael Labos shares some of the questions people ask when finding out about his profession as a financial advisor. Michael reveals some of the best answers he has while unveiling the considerations for different age groups when it comes to their financial and retirement planning.

Michael discusses:

  • Types of student loans and the importance of paying off debt 
  • The impact of interest rates and income when it comes to home and auto investments
  • Ways tax laws are changing tax strategies
  • Why you shouldn’t compare yourself to your peers
  • His approach to helping Gen Xers get on track with their financial planning 
  • And more!

Resources:

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