Today we want to shine the spotlight on a great group that’s helping many people with a variety of financial services. Catholic Financial Life is a not-for-profit organization that Tifffany works closely with and we welcome on of their advisors, Joe Kohut, to the show to discuss their services, the member benefits, and the three goals they strive for each day.
Read more and get additional resources here: https://welkawealthpodcast.com/ep-16-how-catholic-financial-life-helps-with-retirement-planning/248/
About Catholic Financial Life: https://www.catholicfinanciallife.org/
Today's show schedule:
1:02 - A little about Joe.
3:02 - Who is Catholic Financial Life?
6:12 - How could CFL fit into their financial or estate planning?
8:15 - The benefits and importance of life insurance
11:38 - Creative ways that life insurance could be used in a portfolio.
13:19 - What life insurance can do for you in the future.
15:26 - The retirement planning options offered by CFL.
18:10 - The other member benefits to Catholic Financial Life.
19:53 - The mission for CFL
21:03 - How they give back to the community.
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