Risks to Your Ideal Retirement, Ep #223

Financial Symmetry: Balancing Today with Retirement

Inhoud geleverd door Financial Symmetry, Chad Smith, and Mike Eklund. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Financial Symmetry, Chad Smith, and Mike Eklund of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.

23d ago 29:41

MP3•Thuis aflevering

We all have visions of our ideal retirement. However, our financial plans can quickly veer off course if we haven't appropriately managed our risks.

On this episode of Financial Symmetry, Greg Suggs from Greg Suggs Insurance joins me to discuss how to manage common risks that could negatively affect your wealth. You won’t want to miss out on these easy-to-implement pieces to your insurance puzzle that could save your assets.

Outline of This Episode

[1:23] A bit about Greg
[2:09] Biggest changes in insurance over the past 30 years
[5:12] The biggest risks for homeowners
[11:11] Common mistakes homeowners make
[14:33] What to think about if you are considering a second home
[17:21] What to consider if you own a rental property
[19:00] Automobile insurance for young drivers
[23:22] What about insurance for gig work?
[25:37] How to lower your insurance needs

Resources & People Mentioned

224 afleveringen

#Trading #Business #Financialplanning #Money #Personalfinance #Retirement #MBA #Financial Symmetry #Chad Smith #Mike Eklund #Financialadvisor #Financialplanner #Investing #Saving