03.05.24 Carrying A Mortgage Over Age 65 / AI Chatbot & Search Warning

Mar 5, 2024

Topics discussed include the implications of carrying a mortgage over age 65, the trustworthiness of website chatbots, and the pitfalls of AI in the information space. Clark also touches on cell phone plans, life insurance, investment companies, and the importance of re-shopping car insurance. Be cautious when exchanging foreign currency and be aware of the benefits of electric vehicles during travel.

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Episode notes

Introduction

00:00 • 3min

Mortgage Risks in Retirement & Recording Customer Service Interactions

02:32 • 7min

Unveiling the Pitfalls of Index Universal Life Insurance Policies

09:06 • 3min

Insurance Shopping Tips and Industry Insights

12:36 • 5min

Navigating Bereavement Fares and Travel Tips

17:36 • 14min