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Konten disediakan oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.
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117 Emergency savings: Planning for the unplannable

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Manage episode 284596120 series 2390362
Konten disediakan oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.

Peter Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses. Plus, he also discusses how his team has developed an after-tax emergency savings plan that starts in the workplace through paycheck deduction.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

  continue reading

136 episode

Artwork
iconBagikan
 
Manage episode 284596120 series 2390362
Konten disediakan oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.

Peter Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses. Plus, he also discusses how his team has developed an after-tax emergency savings plan that starts in the workplace through paycheck deduction.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

  continue reading

136 episode

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