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July 14th, 2023

The Most Overlooked Part of Your Financial Plan

None of us can afford to overlook the essential aspects that can completely derail our financial goals.

So, ask yourself this: How am I managing risk? Am I prepared for the unexpected things that can shake my financial stability at its core?

Building a foundation to manage risk starts with having adequate emergency savings and insurance coverage. It means taking the necessary steps for appropriate Estate planning as well.

Don’t rush to optimize your investments until you’ve got these BIG things right. Take care of the fundamentals.

⏰ TIMESTAMPS

0:17: Intro to Risk Management
0:38: Emergency Fund Savings Protect Your From the Unexpected
1:35: Insurance Coverage is Essential
2:00: WARNING: Watch Out for Expensive Life Insurance Policies
2:34: Estate Planning is NOT Just for the Wealthy
3:00: An Unconventional Aspect of Financial Planning
3:14: Payment Options for Long-Term Care
3:43: Subscribe & Outro

Subscribe to my channel for more informative videos that empower real people like you:
▶️ @therealpeopleadvisor

Join a community of everyday investors and learn more about our sensible approach to long-term wealth at:
▶️ www.sensibleportfolios.com

Connect with me:
LinkedIn ▶️ https://www.linkedin.com/in/lenaarmuth/
Instagram ▶️ https://www.instagram.com/sensibleportfolios
Facebook ▶️ https://www.facebook.com/SensiblePortfolios

#financialplanning
#personalfinance
#riskmanagement
#Money

Lena Armuth Host at Retirement for Real Podcast

My mission is to make investing simple and affordable for real people, everyday investors like you.

You deserve access to the tools and resources you need to build a better financial future. That's why I'm committed to providing high-quality content that is accessible to all.

I work at Sensible Portfolios, a family-run, financial advisory firm that has served hundreds of clients for almost 30 years. At Sensible, we follow a few basic rules: Be nice to people, keep investing simple, and don’t charge high advisory fees.

So what are you waiting for? Join my community of sensible investors and start building the wealth you deserve!

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