67. How insurance goes in your financial plan

Leo sits down with Stephen Daprile and Denny White for a powerful conversation on how insurance fits into your overall financial plan.From protecting your assets to managing risk, they break down why insurance isn’t just a standalone product—it’s a key piece of building a strong, well-rounded strategy. You’ll hear how the right coverage works alongside your investments and planning to help keep everything on track.They also share common gaps people overlook and why aligning your insurance with your financial goals is essential to building and maintaining a work optional lifestyle.See omnystudio.com/listener for privacy information.