Episode 20, The Marshall Art of the rule of thumb for life insurance OR making your legacy outlive your paycheck!

Start with term life because it’s cost-effective and covers the years when financial responsibilities are highest. You may also get a benefit of being able to convert the term to permanent without completing a health care questionnaire or requiring an exam down the road. 

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Episode 21, The Marshall Art of being an executor in a will OR managing legacies, not just paperwork

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Episode 19, The Marshall Art of determining a traditional versus Roth 401(k) contribution OR deciding if Uncle Sam gets paid now or later!