Most people think financial planning is about growing wealth. But when life takes an unexpected turn, the real question becomes much more personal: will the people you love be okay? Today, Rob discusses the often-overlooked side of planning and shares practical ways to protect the people who matter most while creating clarity during life’s hardest moments.

Here’s what we discuss in this episode:

❤️ Protection Is Personal: Financial planning is ultimately about taking care of people

📄 Beneficiary Mistakes: Simple, outdated forms can create major complications

🛡️ Estate Planning Starts Earlier: Powers of attorney and healthcare directives matter at every age

🤝 Guidance Matters: During emotional moments, people need trusted relationships, not just spreadsheets

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