Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs. Insurance for Wealth Accumulation, Interviewed on Influential Entrepreneurs Podcast

Published on June 15, 2022

Judy Carlson discusses how to use “Safe Money” strategies to protect families financially.

Listen to the interview on the Business Innovators Radio Network:


Judy explained, “It wasn’t until I had been in the financial services business for 30 years that I discovered this strategy – building wealth with cash accumulation life insurance! Most people are familiar with the “Investment” side of retirement planning, which is what most people do with their money. However, the “Insurance” or “Safe Money” side  includes multiple benefits not found on the Investment side of the industry. There is also a “New Kid on the Block” in the insurance industry! It is a proactive strategy that makes use of leverage without the need for participant loans. Leverage is a very powerful retirement tool that boosts the growth of your retirement dollars inside these insurance contracts and distributes 60% – 100% more income during your decumulation years. It’s the same concept as buying a house using leverage.”

Carlson continued, “Most financial advisors and planners manage your investment money. A few propose insurance-based strategies. We do both! We help you bridge the gap between “managed risk” (investment) strategies and “safe money” (insurance) strategies. We wrap your entire financial foundation, together with your future goals and dreams, into a comprehensive analysis of your investments, assets, lifetime taxation, retirement income, Social Security benefits, pensions, etc. We custom design and build your unique and strategic lifetime wealth plan. It’s flexible and fluid for the twists and turns in your road ahead. Lifetime financial planning, whether you start in your 20s or 70s, builds confidence, creates clarity, relieves stress, worry, and anxiety, and gives you a feeling of protection for your money.”

About Judy Carlson

Judy has been a CPA for over 40 years and has worked in the financial services business for most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent.

For the past ten years, Judy’s passion has been to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between the investment and insurance sides of the financial services business. Judy’s career has spanned public accounting, taxes, corporate finance, and education, and ten years ago, she transitioned from corporate planning to personal planning.

Investment Adviser Representative and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.

Learn More:  https://judycarlson.com    

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Interview with Judy Carlson Discussing How She Protects Families Financially

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