In this episode of the Dreamer’s Financial Playbook, we’re going to wrap up the money basics series by helping you protect your family and your business from Murphy’s Law and the fun little curveballs that life throws your way. It’s time to prepare for some emergencies!

 

We want you to have:

• A healthy savings balance
• The right insurance
• • Automobile
  • Health
  • Homeowners or Renters
  • Long-term disability
  • Life
• An estate plan

 

Episode Highlights

• How having a little something extra in the bank can keep a minor inconvenience from turning into a financial crisis
• My advice to client about what insurances to keep and what insurances to drop
• How you can use an estate plan to protect your family long after you’ve transitioned