Quint and Daniel discuss insurance policy decisions and how you should go about "breaking up" with your wealth advisor.
Today
How to Invest Large Chunks of Money?
Whether from an inheritance, a property sale, or large bonus investing a large chunk of money can be intimidating. Allie and Logan break down how they would approach it. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com
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15m 17s
Sep 2024
What to Do If You Get an Unexpected Inheritance
<p>This week, Sim and Maia dive into expert strategies for managing windfall money, like inheritances or bonuses. They share crucial tips on staying calm, avoiding impulsive decisions, and securing your funds in a reputable bank account. Tune in for insights on paying off high-in ... Show More
28m 11s
Apr 2025
Understanding Term vs Whole Life Insurance
Life insurance is one of the most important financial decisions you'll ever make, but choosing the right plan can be confusing. Term Insurance or Whole Life Insurance—what’s the difference, and which one is right for you? In this episode of The Policy Project, Sid sits down with ... Show More
16m 57s
Feb 2025
The Lasting Impact of Citizens United, How to Ask for a Raise at Work, and When Is It the Right Time to Have Kids?
Scott discusses the Citizens United decision and its repercussions fifteen years later, specifically how it’s pure grift for the rich. He then offers advice to a listener asking for a raise at work and wraps up with his thoughts on the right time to have children.
Learn more abou ... Show More
18m 27s
Oct 2024
2909: It's Time For You To Get A Life - Insurance by J. Money of Budgets Are Sexy on Financial Security
Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com.
Episode 2909:
J. Money humorously emphasizes the importance of life insurance, which he rebrands as "Mo’ Money, Less Problems" (MML ... Show More
11m 7s
Sep 2024
Real Estate Risk: How to Dodge It, When to Take It, and Using It to Build Wealth
Real estate risk can make you wealthy or cause your portfolio to come crashing down. Like any type of investing, real estate can be risky. However, the amount of risk you take changes depending on the deal. Today, we’re helping YOU figure out how much risk YOU should be taking ba ... Show More
32m 26s