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Content provided by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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What does a CFP® professional learn? Pt. 2 Insurance
Manage episode 410417430 series 3464589
Content provided by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Wondering what a CFP® Professional learns? As Bri completes her CFP® coursework, her & Dr. Jay recap what she’s learned. In this episode they tackle insurance planning and risk management.
While insurance may sound dull, they make it engaging by sharing Bri's journey through the course. She admits that it took a lot of discipline to power through as it at times felt neverending.
You’ll hear practical advice on finding the right balance in coverage to make sure you’re not over or under insured. They also emphasize the importance of having a trusted insurance agent & the benefit of getting a second opinion.
With witty banter and a variety of examples (like alien abduction insurance!), they keep things light while covering the various forms of insurance from health insurance to business liability.
Resources:
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
119 episodes
Share
Manage episode 410417430 series 3464589
Content provided by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Jay Zigmont, CFP® & Bri Conn, Dr. Jay Zigmont, and Bri Conn or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Wondering what a CFP® Professional learns? As Bri completes her CFP® coursework, her & Dr. Jay recap what she’s learned. In this episode they tackle insurance planning and risk management.
While insurance may sound dull, they make it engaging by sharing Bri's journey through the course. She admits that it took a lot of discipline to power through as it at times felt neverending.
You’ll hear practical advice on finding the right balance in coverage to make sure you’re not over or under insured. They also emphasize the importance of having a trusted insurance agent & the benefit of getting a second opinion.
With witty banter and a variety of examples (like alien abduction insurance!), they keep things light while covering the various forms of insurance from health insurance to business liability.
Resources:
The Childfree Wealth Podcast, hosted by Bri Conn and Dr. Jay Zigmont, CFP®, is a financial and lifestyle podcast that explores the unique perspectives and concerns of childfree individuals and couples.
Like the show? Leave us a rating & review!
If you want to join the conversation, email us at media@childfreewealth.com, follow Childfree Wealth® on social media, or visit our website www.childfreewealth.com!
Join our newsletter HERE.
Schedule a meeting with a Childfree Wealth Specialist® HERE.
Instagram: @childfreewealth
Facebook: @childfreewealth
LinkedIn: @childfree-wealth
YouTube: @ChildfreeWealthPodcast
Disclaimer: This podcast is for educational & entertainment purposes. Please consult your advisor before implementing any ideas heard on this podcast.
119 episodes
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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