Cover of Think Like a CFO: Give Every Dollar a Job | EP 93

Think Like a CFO: Give Every Dollar a Job | EP 93

Think Like a CFO: Give Every Dollar a Job | EP 93

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Summary
 Every dollar in your financial plan should have a job. Some money should pursue long-term growth. Some should remain accessible for emergencies and opportunities. Some should protect your family, and some should provide flexibility when life or financial markets change.In Episode 93 of Make It Personal, Mark Zagurski explains how to approach personal finance like a Chief Financial Officer. A successful CFO does not place every company dollar into the same strategy or judge every financial decision only by its potential return. Instead, they evaluate cash flow, liquidity, risk, growth, protection, and the need to preserve future options.That same CFO mindset can help individuals and families build a more intentional financial plan. Mark also explores where cash value life insurance may fit into that conversation. Life insurance is not designed to replace a stock portfolio, retirement account, or traditional investment. Its primary purpose is protection. Certain policies may also accumulate cash value that can provide an additional source of control, flexibility, or support for future goals.This episode is for anyone wondering whether every financial tool must compete for the highest return, or whether the better question is what specific problem each dollar is meant to solve.What You’ll Learn:→ You’ll learn how a CFO balances growth, cash flow, liquidity, risk, and financial flexibility instead of treating every dollar the same.→ You’ll understand why life insurance should not be evaluated as though it were a stock, retirement account, or traditional investment.→ You’ll discover how certain life insurance policies may build cash value and potentially provide another source of flexibility, access, or legacy planning.→ You’ll learn why costs, commitments, policy rules, and personal goals must be reviewed before deciding whether cash value life insurance has a role in your plan.Connect with Mutual of Omaha Advisors through the following links:→ Download The Game of the Decade eBook: https://makeitpersonalpodcast.com/free-ebook-page-2→ Download the Seven Principles eBook: https://makeitpersonalpodcast.com/free-ebook-page?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal→ Instagram: https://www.instagram.com/makeitpersonal_podcast/→ Facebook - Mutual of Omaha Advisors: https://www.facebook.com/MutualofOmahaAdvisorsFB→ Sign Up For a Free Financial Strategy Meeting: https://makeitpersonalpodcast.com/get-connected/?utm_source=podcast&utm_medium=allplatforms&utm_mediacode=FCF&utm_campaign=makeitpersonal--Investing involves risk, including loss of principal. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services, Inc. does not provide tax or legal advice. Please consult with the appropriate professional regarding your personal situation prior to making any financial decisions. Strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Mutual of Omaha Advisors is a division of Mutual of Omaha Insurance Company.
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