Out now, episode with @rickyortizorg - In this conversation, Ricky Ortiz, a seasoned investment advisor, shares his journey from the medical field to financial services, driven by a desire to improve financial literacy. He discusses the pitfalls of cash value life insurance, emphasizing its hidden costs and the importance of income protection. Ricky advocates for term insurance as a more effective strategy for wealth building and highlights the need for consumer awareness in financial decisions. He also touches on the implications of living benefits, tax advantages, and the role of life insurance in estate planning and business applications.
#money #OpenUp #OpenUpPodcast #Insurance