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The Personal Finance Podcast
Simple Financial Steps with Massive Payoffs with Paul Merriman
Nov 22, 2023
Paul Merriman, a financial expert, shares simple steps to have massive payoffs in personal finance. Topics include adding small cap value stocks to your portfolio, investing in oneself, choosing the right business partner, selecting target date retirement funds, and the importance of financial literacy education.
49:58
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Quick takeaways
- Life insurance is made more accessible and affordable through Policy Genius, a platform that simplifies comparing life insurance quotes from top insurers.
- Target date retirement funds provide a convenient and effective option for investors, automatically adjusting asset allocation based on the target retirement year to offer simplicity and better returns.
Deep dives
Importance of Life Insurance and Policy Genius
Life insurance is essential for individuals who have dependents and want to provide financial security for their family. Policy Genius is an innovative platform that simplifies the process of comparing life insurance quotes from top insurers in the U.S. They offer policies starting at $25 per month for $1 million of coverage, making it accessible and affordable. Their licensed agents provide unbiased guidance to help individuals find the best life insurance policy that suits their needs, without any additional fees. Policy Genius is focused on modernizing the life insurance industry and has garnered thousands of positive reviews.
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