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Think Outside The StocksAuthor: Madhavi Jain
Most busy professionals, especially high-skilled, high-income earning first generation immigrants, tech professionals and doctors alike, are unaware of the ways of the ultra-wealthy in this country to grow, preserve, protect and pass the generational wealth. Think Outside the Stocks is a podcast focused on educating you to generate multiple streams of passive income, break out of wall street barrier, move towards financial freedom and a life of purpose and passion. Every week, your host Madhavi Jain, an immigrant from India and ex-IT professional from one of the top 5 consulting firms, will bring you industry experts to educate you on risk-managed passive investments in commercial real estate, an efficient savings strategy with Infinity Banking and discussion with experts in tax, legal, estate planning, life protection etc, a holistic point of view for you. Join us to learn and also to draw clues from the success stories of these experts, on how do they "Think Outside the Stocks", so you can too! Please note: This podcast is for educational and informational purposes and should not be considered professional advice. Language: en-us Genres: Business, Careers, Investing Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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EP 47: The #1 Retirement Killer That's NOT the Stock Market (Most People Miss This)
Friday, 31 October, 2025
In this episode of Think Outside the Stocks, host Madhavi Jain welcomes Chris Orestis, President of Retirement Genius, to discuss a revolutionary approach to retirement planning. With over 25 years of experience, Chris shares valuable insights into how retirees can protect their wealth and prepare for the financial demands of long-term care.Chris breaks down the process of using life insurance settlements as a way to fund long-term care, a strategy that can help families avoid depleting their savings. The discussion covers the importance of planning ahead for healthcare costs, the role of life insurance in securing a dignified retirement, and how small decisions made today can impact your future financial well-being.Whether you're nearing retirement or still in your working years, this episode will provide you with the tools to safeguard your wealth, plan for long-term care, and protect your family's future.Timestamps:0:00 - Importance of acting today for retirement and financial planning.0:13 - Chris Orestis emphasizes the need for immediate action.1:01 - Introduction of Madhavi Jane and the focus of the podcast.1:26 - Madhavi introduces Chris Orestis as the “Retirement Genius.”3:00 - Chris talks about using life settlements for long-term care.4:03 - Chris shares his background and involvement in retirement planning.5:02 - The benefits of life settlements for paying for care.6:24 - Chris discusses his media presence and expertise.7:02 - Chris explains his transition from politics to retirement planning.10:34 - The growing need for long-term care solutions.14:39 - How life settlements can help seniors pay for care.18:04 - How life insurance policies qualify for life settlements.21:50 - The steps involved in the life settlement process.27:10 - Chris explains the process of closing a life settlement.32:01 - Tax implications of life settlements and annuities.35:58 - Combining life insurance, long-term care insurance, and annuities.39:50 - Chris’s advice on securing life insurance and long-term care.42:10 - Planning for retirement and healthcare in advance.44:02 - Chris talks about estate planning and the importance of health.47:01 - Chris emphasizes family and financial planning for retirement.50:00 - Rapid-fire Q&A segment begins.52:16 - Real-life story of how life settlements helped a family.54:02 - Chris discusses Social Security and Medicare soThink Outside The Stocks brings you industry experts and guests to share their knowledge and expertise. To invest with them directly, please do your own thorough partner and investment due diligence.To participate in the thoroughly vetted investments and strategic partners alongside us as our passive partners, join our Investor Inner Circle for FREE Access FREE investor education, and join our community in the members-only area.To start your journey, download Active Cashflow with Passive Real Estate Investments.Read the full description at https://thinkoutsidethestocks.com/podcastCONNECT WITH MADHAVI JAIN: LinkedIn, FB or IG Disclaimer: This podcast is for education and information purposes only, not an investment opportunity or financial advice. Please do your own due diligence and consult your tax, legal or financial advisor, etc., to invest.
