Risks to Your Ideal Retirement, Ep #223

Financial Symmetry: Balancing Today with Retirement

Konten disediakan oleh Financial Symmetry, Chad Smith, and Mike Eklund. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Financial Symmetry, Chad Smith, and Mike Eklund atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

2M ago 29:41

MP3•Beranda episode

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

227 episode

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