E10 - Insurance and Estate Planning

An episode of the Financial Father and Son podcast, hosted by Financial Father and Son, titled "E10 - Insurance and Estate Planning" was published on August 4, 2020 and runs 39 minutes.

August 4, 2020 ·39m · Financial Father and Son

0:00 / 0:00

Summary

In this episode, we discuss how to be fully insured in your life and why estate planning is important. Episode Summary: [00:50] What is protection/insurance? [05:24] Has your building insurance paid out yet? [08:28] How much can you claim on your building insurance? [11:34] What exactly is life insurance? [13:46] Deciding how much life insurance cover you need. [15:16] What stage in life should you get life insurance? [21:05] Do you need life insurance if you don't have any debt? [25:31] Do you have enough to cash to not need to take out insurance? [27:09] Shopping around for the best insurance deal. [30:05] Wills and estate planning. [33:10] Why you shouldn't mix investments with insurance. Twitter: @FinancialSon Email: [email protected]

Episode Description

In this episode, we discuss how to be fully insured in your life and why estate planning is important.

Episode Summary: [00:50] What is protection/insurance? [05:24] Has your building insurance paid out yet? [08:28] How much can you claim on your building insurance? [11:34] What exactly is life insurance? [13:46] Deciding how much life insurance cover you need. [15:16] What stage in life should you get life insurance? [21:05] Do you need life insurance if you don't have any debt? [25:31] Do you have enough to cash to not need to take out insurance? [27:09] Shopping around for the best insurance deal. [30:05] Wills and estate planning. [33:10] Why you shouldn't mix investments with insurance.

Twitter: @FinancialSon

Email: [email protected]

Share this episode

Similar Episodes

01a – The Early Married Life of the Morels, Part A

Jan 2, 2026 ·35m

Jan 2, 2026 ·13m

01b – The Early Married Life of the Morels, Part B

Jan 1, 2026 ·35m

Jan 1, 2026 ·14m

02 – The Birth of Paul, and Another Battle

Dec 31, 2025 ·50m

Dec 31, 2025 ·14m

Similar Podcasts

Household Puzzles by Pansy Loyal Books Household Puzzles peeks into the life of the Randolph family, four daughters and one son. They are financially strapped but must follow societal expectations . . . and the expectations of Helen, the eldest daughter, who is a slave to the whims of society. Half the family are professing Christians, but only the father really lives it out. Helen's marriage, Tom's job in a saloon, their cousin's visit, and other events all have an impact that reverberate through the family. (Intro by TriciaG) On The Money with Jerry and Nick Royer Podcast On The Money with Jerry and Nick Royer Show Join America's Father & Son Retirement Wealth Team, Jerry and Nick Royer, as they co-host the On The Money with Jerry & Nick Royer Podcast which is your one stop show for financial tips and ideas you can use to help get you to and through retirement with more confidence and clarity. Jerry and Nick are TV personalities on CBS, NBC, and ABC news affiliates. They are also keynote speakers, authors, radio show hosts, and consumer advocates. Their nationally syndicated radio show airs on numerous stations and coast-to-coast on iHeartRadio. And now you can benefit each week just like thousands of other radio listeners by tuning in to their Weekly Podcast. Disclaimer Dad Wisdom Jeff Young Dad Wisdom is a Podcast about encouraging and educating young men and being a great dad!How can we, as fathers, teach our sons to be a man, love God, and learn important life skillsIn addition, how can we, as fathers, learn more about the teen brain, parenting, relationships, & having fun with our kids. We will also explore how we fathers can be fit- physically, emotionally, spiritually, & financially. We will also drop some short dad wisdom podcasts that are designed specifically for young men to listen to. Inheritance Planning Made 123Easy American Retirement Advisors Welcome to Inheritance Planning Made 123Easy, where father-son duo David and Ian Schaeffer bring a family-centered approach to inheritance planning, retirement security, and building legacies that last. As part of American Retirement Advisors, David and Ian have helped countless families protect what matters most and ensure that what they’ve built is preserved for generations to come.In each episode, they’ll walk you through the essential steps of inheritance planning, from organizing vital documents to protecting assets, minimizing taxes, and communicating family values and goals. With a focus on the “3 P’s” of inheritance planning—Prepare, Protect, and Preserve—they’ll show you how to align today’s financial choices with tomorrow’s family needs, keeping relationships and family dynamics at the heart of the process.David and Ian don’t just talk about inheritance planning for clients—they bring their own family into the conversation. Join

URL copied to clipboard!