270 How to Protect Yourself & Loved Ones Financially - Nicole Simons, Wealth Management Advisor at CPN Financial Services
When we think of financial planning, often we just focus on budgeting, debt repayment, and investing. But another important element of a complete financial plan is protection. Specifically protecting yourself and/or your loved ones if something happens.
When we think of financial planning, often we just focus on budgeting, debt repayment, and investing. But another important element of a complete financial plan is protection. Specifically protecting yourself and/or your loved ones if something happens. That’s why I’ve got Nicole Simons on the show, who is a Wealth Management Advisor at CPN Financial Services. For the past decade, she’s worked with clients in all aspects of financial planning, but especially when it comes to having the right insurance in place. In this episode, we discuss the important things everyone should know about life insurance, critical illness insurance, and disability insurance. Hopefully, this episode will serve as a timely reminder to review how you’re currently protected and to ensure if you don’t have the right protections in place, to get it sooner rather than later. For full episode show notes visit https://jessicamoorhouse.com/270
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