Are You Prepared For Disaster?
September 22, 2021
Update your insurance coverage before it's too late
A property that my in-laws own caught fire and they had to run to collect everything they could before the fire spread. Luckily the firefighters were able to save their property. It seems like we only think of insurance coverage during times when we need it most. But waiting until an incident occurs is probably the worst time to think about getting insurance.
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Rob walks through the exact framework affluent families use to build, protect, and sustain wealth across generations.
Here’s what we discuss in this episode: π Heavy Plans: Why bigger binders don’t mean better planning π Estate Simplicity: Is a will alone enough? π Spousal Income: The real financial impact after a spouse passes π Stocks-to-Bond: Why age alone shouldn’t drive investment shifts βΈοΈ Spending Freeze: Why “just spending less” rarely works in downturns
Financial advice often gets reduced to performance, products, and transactions. But when life gets complicated (market downturns, health challenges, family stress) those things alone aren’t enough.
