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Renovating Retirement With Charlie Jewett

Charlie Jewett, the Financial Service Industry Whistle-Blower, confronts the industry and reveals all of the tricks, lies and scams used to steal money from consumers. In addition Charlie will teach you EVERYTHING you need to know to make your own financial decisions and live the retirement of your dreams. Learn the Three Pillars of Financial Deception used every day by the bad guys. Learn the amazing Five Lives of Retirement Test you can use to hold any Financial Service professional accountable to doing what's best for you. Learn the industry-changing MERIT Planning Model for continually improving your finances. If you like to see the crooks exposed and publicly embarrassed, while simultaneously improving your own financial life then subscribe today. Surprising, Irreverent, Eye-Opening, Super Helpful and a whole lot of fun!
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Dec 23, 2017

Whole Life Insurance is one of the most popular and well advertised financial products on the planet and has been for a long time. Does it have a place in your financial plan? In my opinion...no. Now, I don't hate any tools, they're just tools: they do some things well and other things poorly. After fourteen years of research I can't find anything Whole Life does better than other tools so I devoted this podcast to sharing my findings with you. Enjoy.

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1 Comments
  • ten and a half months ago
    GALINA V LIVITINA
    Hi Charlie,

    Thank you for sharing. I have a few concerns/questions about the universal life:

    1) can you please show which product is more expensive in the long run, UL or WL?
    2) when you talk about UL, are you talking about IUL, GUL, or VUL?
    3) I've recently begin learning about IUL - and I see lots of negative reviewed from various sources. They say the product is too complicated for an average American and recommend it almost exclusively as a key person insurance or an investment vehicle for those who have exhausted all other investment options. What is your take on that?
    4) could you do an illustration of an IUL vs. 401k at the same interest rate, with no matching from the employer? I'm just curious to see how it stacks up.
    5) what is the correct way to structure an IUL to make it affordable for someone who can put in less than $500/year?

    Looking forward to hearing from you,

    Galina
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