Investing in strategies to protect yourself from financial risk and build up your wealth is a long and difficult road to travel. Rather than tossing a coin, making an educated decision can help you ride the roller coaster of investing. Having a financial advisor on your team who creates a game plan for achieving your financial goals is one of the best investments you ever make.
Today’s episode of the Expert(ish) Podcast presents the second installment of a conversation with Devin Deverill. This time, Devin will explore in greater depth how TSP works, the value of having permanent life insurance, and how business owners can leverage their life insurance equity.
Devin Deverill has been a financial advisor for Northwestern Mutual for more than 12 years in San Diego. His areas of expertise include Financial Planning, Investment Planning, Insurance Planning, Retirement Planning, Business Planning, Estate Planning, Executive and Employee Benefits, and Education Funding
Enjoy!
Favorite Quote
"The best time, singular, BEST TIME in our nation's history to ever think about financing debt with respect to property or any financing that debt. These are the lowest interest rates that we've ever had. EVER!"
In This Episode
6:43 - Why having multiple streams of income is important especially during a pandemic
8:07 - Great reference on how to kick-start your financial goals
12:21 - Devin's advice to people who are still in the military regarding TSP
20:35 - Why having a private insurance plan or owning a permanent life insurance is better in midlife
24:58 - The difference between term life insurance and permanent life insurance
28:45 - How business owners can leverage life insurance equity
37:55 - His advice to anyone to wants to achieve financial freedom
Reach out to Devin Deverill
Instagram https://www.instagram.com/coffeeandfinance
Email d.deverill@nm.com
Connect with Expert(ish) Podcast Host JAY JOHNSON
Call (858) 925- 4536
Website
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