1. How Much Umbrella Insurance Coverage Do You Need? James Conole, CFP® 20:37

In this episode of Ready for Retirement, James discusses umbrella insurance coverage and how much you need.

Questions Answered: 

  • How should I think about an Umbrella Insurance Policy (how much)?
  • Understanding how much defense (risk management) is needed
  • How can your overall Retirement strategy be improved?

Timestamps:
00:00 – Introduction 
2:30 – Umbrella Insurance 101
3:25 – Home/Auto Policies
5:04 – Insurance Policies Examples
8:50 – Net Worth Value
10:03 – State Exemptions
13:58 – How Much?!
16:33 – Two Examples
19:05 – Working With Us

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James Conole CFP®, Podcaster

James Conole is the founder of Root Financial and the host of the Ready For Retirement podcast and YouTube channel.