Episode 136 – The Financial Checklist You’ve Been Putting Off

Some parts of your financial plan are easy to put off because nothing seems wrong today. But just like a small leak at home, the things you ignore can become much more important when life changes.

In this episode, Jeremiah and Laura walk through some of the financial maintenance that can be easy to overlook, from insurance and beneficiaries to estate planning, business succession, cybersecurity, and family communication. Consider this a financial checkup for the things that may have been sitting on your to-do list a little too long.

Key Topics:

• Insurance coverage may need to change as your assets, business, real estate, and financial life evolve. 
• Business owners can benefit from having a succession plan in place before that plan is ever needed.  
• Beneficiary designations should be reviewed periodically as your family and circumstances change. 
• Estate plans can require maintenance as the people, assets, and priorities in your life evolve.  
• Regular financial conversations can help families stay aligned on spending, goals, and major decisions. 

#FinancialPlanning #EstatePlanning #BusinessOwners #InsurancePlanning #WealthManagement