))
Ep. 41 Before You Invest Take These Important Steps
Manage episode 407247576 series 3559080
Content provided by Sean Moran. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sean Moran 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.
Too Many People just start investing in stocks, mutual funds, ETFs and bonds without a plan in place for what that truly means.
They don't think of the order in which they need to organize their financial life and this lack of planning will result in unintended consequences.
The first thing you need to do is look at your protection needs. First and foremost if you have a family you need to protect them in the event something were to happen to you. You need to make sure you have life insurance, you have the right considerations in your will and you are confident that you have the right protections of your assets such as car insurance and homeowners. Pay for what you need and don't pay for what you don't need.
Want to know more, find us at www.redbarnfinancial.com
Call us at 615-619-6919 or email Sean at smoran@redbarnfinancial.com
Disclaimer: The information in this podcast is for educational purposes only and is not tax, legal or investment advice. Reach out for answers to specific questions.
79 episodes
Share
