Episode 288- How To Protect Your Wealth On Your Financial Freedom Journey
Episode description
Building wealth is something talked about often. What isn’t normally discussed? Protecting that wealth you’re working so hard to build!
In this solo episode, I talk about how to protect yourself, your assets, and the people you love as soon as you’re able. You don’t have to wait until you’re “older” or wealthy to check off these boxes. Start risk management and wealth protection today and become a wealthy person by acting like one now.
In this episode, I discuss:
- Why we hired a financial planner (even though I’m a “money expert”)
- The importance of having a safe and physically protecting important documents
- Taking the time to secure the appropriate beneficiaries for all of your assets/accounts
- Understanding your insurance options + more
What stage of the financial journey are you on? Are you working on financial stability or work flexibility? Find out with this free assessment and get a curated list of the 10 next best episodes for you to listen to depending on your stage. Check it out here!
Other related blog posts/links mentioned in this episode:
- https://journeytolaunch.com/episode33/
- https://journeytolaunch.com/episode200/
- https://amzn.to/3ROMVbG
- Journeytolaunch.com/mystage
- Check out my new personal website here.
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- Watch me on News12 Watch my latest segments on News12
- YNAB – Start managing your money and budgeting so that you can reach your financial dreams. Sign up for a free 34 days trial of YNAB, my go-to budgeting app by using my referral link.
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