Have you ever thought about the symbiotic nature of your balance sheet? Probably not. That’s why Paul and Cory are here to help you understand how your assets can be used to work together. Today, they continue the conversation of whole life insurance and how to use it as a volatility buffer, and how it can be used to refrain from taking distributions from assets sensitive to market fluctuations in down years.

For full show notes visit: https://sfgwa.com/ep188

Contains a sample of “King” by Zayde Wølf courtesy of Lyric House.

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