What hidden treasures might be tucked away in your closet?

In this episode of Retire Rich: Tales of Financial Freedom, Marc Hernandez explores the fascinating world of collectibles and how they might be a hidden asset in your financial portfolio. Join him as he explores the potential of collectible investments, from rare sports cards to autographed memorabilia.

In this episode, Marc discusses his personal experiences with collectibles:

• Exploring how art, coins, and sports memorabilia can be part of your wealth strategy
• Understanding the tax advantages of investing in collectibles
• Insights on determining the value of your collectibles
• Tips on authenticity and finding trustworthy auction houses

Connect with Marc Hernandez:

• LinkedIn: Marc Hernandez
• Marc@MAHFinancial.Biz
• MAH Financial
• (956) 994-0407

Connect with Carlos Lopez:

• LinkedIn: Carlos Lopez
• MAH Financial
• (956) 994-0407

What makes life insurance more than just a death benefit?

In this episode of “Retire Rich: Tales of Financial Freedom,” host Carlos Lopez sits down with Steve Loving, a life insurance expert from Simplicity, to unravel the evolving world of life insurance. Whether you’re wondering about the differences between term and universal policies, curious about how life insurance can be a tax-free income stream, or exploring options for securing your children’s financial future, this episode is packed with insights.

Carlos and Steve discuss:

• The evolution of life insurance options over the years
• How policies can supplement retirement income
• Adding long-term care riders to existing policies
• Strategies for ensuring children and building early wealth
• Flexible features of Index Universal Life Insurance

Connect with Carlos Lopez:

• LinkedIn: Carlos Lopez
• MAH Financial
• (956) 994-0407

Connect with Marc Hernandez:

• LinkedIn: Marc Hernandez
• Marc@MAHFinancial.Biz
• MAH Financial
• (956) 994-0407

Connect with Steve Loving:

• LinkedIn: Steve Loving
• Insurmark
• (713) 808-8543

Turning 73 could change your financial game plan. Using what tool though?

Marc Hernandez unpacks the mystery behind Required Minimum Distributions (RMDs). You’ll learn why these rules exist and how they might impact your 401(k)s, IRAs, and other retirement plans.

With personal anecdotes and clear guidance, Marc helps take the anxiety out of financial planning, ensuring you won’t be caught by surprise.

Marc discusses:

• RMD Basics: Understand what RMDs are and how they work
• Age Milestones: Discover the “magic numbers” in retirement finance
• Penalty Precautions: Avoid common mistakes that could cost you
• Tax Considerations: Plan smart when accessing your savings
• And more!

Connect with Marc Hernandez:

• LinkedIn: Marc Hernandez
• Marc@MAHFinancial.Biz
• MAH Financial
• (956) 994-0407

Connect with Carlos Lopez:

• LinkedIn: Carlos Lopez
• MAH Financial
• (956) 994-0407