Ep. 41 Before You Invest Take These Important Steps

06/06/2023 11 min Temporada 1
Ep. 41 Before You Invest Take These Important Steps

Listen "Ep. 41 Before You Invest Take These Important Steps"

Episode Synopsis

Too Many People just start investing in stocks, mutual funds, ETFs and bonds without a plan in place for what that truly means.  They don't think of the order in which they need to organize their financial life and this lack of planning will result in unintended consequences. The first thing you need to do is look at your protection needs.  First and foremost if you have a family you need to protect them in the event something were to happen to you.  You need to make sure you have life insurance, you have the right considerations in your will and you are confident that you have the right protections of your assets such as car insurance and homeowners.  Pay for what you need and don't pay for what you don't need. Want to know more, find us at www.redbarnfinancial.com Call us at 615-619-6919 or email Sean at [email protected] Disclaimer:  The information in this podcast is for educational purposes only and is not tax, legal or investment advice.  Reach out for answers to specific questions.