Hannes welcomes property and casualty insurance specialist Adam Pauska (AXG Advisors) to the show to discuss some of the biggest mistakes wealthy homeowners make when insuring their homes and their valuable contents.

Stress testing is a methodology that assists in making sure you aren’t making any serious mistakes when it comes to your wealth management plans and didn’t overlook any meaningful financial opportunities or strategies.

Hannes discusses the most successful strategies the ultra-affluent use to prepare their children and other heirs to handle the wealth they will one day inherit, and how this methodology can apply to most individuals looking to pass something on to the next generation.

Hannes is joined by life insurance expert George Papanier (AXG Advisors) to discuss the necessity of life insurance in a client’s financial plan, why it is so beneficial, and how it can be used for anyone from the parent looking to fund a child’s college education to an entrepreneur looking to protect his or her business interests.