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Building your financial house for 2025
Manage episode 454219208 series 3287666
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Happy Holidays and welcome! As we approach the New Year, it’s the perfect time to set fresh financial goals for 2025. This special holiday episode features Primerica expert Damien Myers, who will guide us through ‘Building a Solid Financial House.’ We’ll discuss how term life insurance, annuities, and retirement services can help your family thrive in the coming year. Whether you want to protect your loved ones, plan for a secure retirement, or embark on an exciting new career, this episode will inspire you to take charge of your financial future. Let’s toast to making 2025 your best year yet!
takeaways
- Building a financial foundation with gold and silver is essential.
- Setting financial goals at the start of the year can lead to success.
- Consulting with a financial professional is crucial for effective planning.
- Understanding the differences between term and whole life insurance is essential.
- Retirement accounts like IRAs and Roth IRAs offer tax advantages.
- Insurance is a foundational element of a comprehensive financial plan.
- Creating an emergency fund is vital for financial security.
- Annuities can provide income protection in retirement.
- Personal life insurance is necessary beyond employer-provided coverage.
- Becoming a financial agent requires proper licensing and training.
Get the free book "How Money Works" for the first 100 people who sign up for a FREE New Year Financial Analysis by scheduling with Damien here:
https://calendly.com/dmyersmtc/financialcheckup
Don't forget to mention the show so he knows to include BABA for training purposes and credit.
(or)
you can just email baba@adbongo.io
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