Cutting Through The Hype with Andy Panko, CFP® | Hawaii Retirement Show

Описание: In this episode of The Hawaii Retirement Show, host Jason Cutitta, CFP® is joined by Andy Panko, CFP® to break down permanent life insurance, advisor credentials, and the flood of DIY retirement planning content online. They kick things off by explaining how Indexed Universal Life (IUL) works and why it’s so often misunderstood and oversold. They also touch on Infinite Banking, the overload of advisor designations and licenses, and how listeners can filter signal from noise in today’s finfluencer-driven world.

Featuring Andy Panko, CFP®:   / he  
Retirement Planning Education:    / @retirementplanningeducation  
The IUL Experiment: https://theiulexperiment.com

HRS Website: https://www.hiretirementshow.com
Jason Cutitta, CFP®: https://www.jasoncutitta.com
Toba Financial: https://www.jasoncutitta.com/toba-fin...
Apple Podcast: https://podcasts.apple.com/us/podcast...
Spotify: https://open.spotify.com/show/6sjXx7O...
LinkedIn:   / jason-cutitta-cfp%c2%ae-ea-52260821a  

Email Us: [email protected]

Timestamps
0:00 Intro
0:47 The IUL Experiment
15:35 Indexed Universal Life Insurance
33:17 Infinite Banking, MEC, LIRP
38:28 Advisor Credentials
51:36 FinFluencers & Overabundance of Information
56:34 Closing & Disclaimer

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HI RETIREMENT SHOW

Jason Cutitta, CFP® - Financial Advisor– ToBA Financial LLC https://www.tobawealth.com
Investment Advisory Services are offered through ToBA Financial LLC, a Registered Investment Adviser offering advisory services in the State of Hawaii and in other jurisdictions where exempt from registration.

Disclaimer: The opinions and statements presented on this show are for general information only and are not intended to provide specific advice or recommendations. Never make any investment or financial decisions based on information offered on this show without first consulting your financial, legal, or tax advisor. All economic and performance information mentioned on the show is historical in nature and is not indicative of any future results. All indices mentioned on the show are unmanaged and cannot be invested in directly. All information is believed to be from reliable sources however we make no representation as to its completeness or accuracy. Lastly, all opinions expressed by Jason Cutitta, CFP® and any guests on the show are solely their own opinions and do not reflect the opinions of or are endorsed by Toba Financial.