Protecting your wealth

As we tackle new years resolutions and goals, we wrap up the series on financial health check- This is the third and final episode discussing how to Protect your Wealth. Don't forget to check out the first one on credit cards and credit scores (managing your wealth) and the second one on Investing and Retirement (growing your wealth). In this episode I discuss how to protect your family and wealth, including, 1) How to pick a Financial Advisor 2) The importance of Insurance 3) Why you should assign beneficiaries 4) Why you should have a Will, Trust and Power of Attorney for Health and Financial 5) The importance of getting a holistic financial picture Take a listen, this episode is filled with little nuggets, I suggest you take out a pen & paper or an electronic device to take notes. #Radioshow #financialdecisions #financialadvisor #finances #Insurance #beneficiaries #probate #protectyourwealth #will #trust #powerofattorney #protectyourfamily ********************************************************************************************** You can subscribe to my Substack Newsletter by clicking here. I'm a former tech executive, a podcast host and an entrepreneur. I work with Universities on Organizations to transition students to the corporate world and building successful leadership pipelines ensuring a healthy financial future. If you're interested in coordinating or working with me on keynotes, workshops, or on a one on one basis, you can go to my website www.sirishakuchimanchi.com Check out my other podcast "Women, Career & Life" where I share stories and practical advice to achieve your career & life goals as you strive towards financial independence. All: https://solo.to/sirishak Instagram: womencareerandlife LinkedIn: https://www.linkedin.com/in/sirishakuchimanchi/ #womencareerandlife #podcast #paintlifetogether