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Insurance and Risk Management with The Happy Hour Crew

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Conteúdo fornecido por Shannon McLay. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Shannon McLay ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Today is the last Friday of the month, and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast, where I gather great friends with me to drink cheap drinks and talk about money topics. This month, I've focused on risk management, which means thinking about financial products like insurance or trust and estate management. These are pretty much the subjects of financial planning that no one likes to talk about because they involve planning for potentially bad things happening.

After fifteen years of financial planning, the one lesson I have learned is that bad things happen all the time (typically when we're not expecting them), and the best way to weather the storm, so to speak, is planning in advance for it. My friends joined me to talk about how planning for the worst not only helped them financially but also helped them feel confident and secure during those tough times.

For more information, visit the show notes: https://www.martinisandyourmoney.com/show-notes/episode537

  continue reading

542 episódios

Artwork
iconCompartilhar
 
Manage episode 426023917 series 106806
Conteúdo fornecido por Shannon McLay. Todo o conteúdo do podcast, incluindo episódios, gráficos e descrições de podcast, é carregado e fornecido diretamente por Shannon McLay ou por seu parceiro de plataforma de podcast. Se você acredita que alguém está usando seu trabalho protegido por direitos autorais sem sua permissão, siga o processo descrito aqui https://pt.player.fm/legal.

Today is the last Friday of the month, and my regular listeners know that on the last Friday of the month, I host the happy hour on the podcast, where I gather great friends with me to drink cheap drinks and talk about money topics. This month, I've focused on risk management, which means thinking about financial products like insurance or trust and estate management. These are pretty much the subjects of financial planning that no one likes to talk about because they involve planning for potentially bad things happening.

After fifteen years of financial planning, the one lesson I have learned is that bad things happen all the time (typically when we're not expecting them), and the best way to weather the storm, so to speak, is planning in advance for it. My friends joined me to talk about how planning for the worst not only helped them financially but also helped them feel confident and secure during those tough times.

For more information, visit the show notes: https://www.martinisandyourmoney.com/show-notes/episode537

  continue reading

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