EP 33: Don’t Ignore Insurance – Your Financial Safety Net!

30/07/2024 25 min Episodio 33
EP 33: Don’t Ignore Insurance – Your Financial Safety Net!

Listen "EP 33: Don’t Ignore Insurance – Your Financial Safety Net!"

Episode Synopsis

Send us a textWelcome to The Winner's Playbook, a podcast where Steve & Josh (Directors / Financial Advisers), chat about everything to do with money, careers, success, challenges, mindset and much more!Tune in for a discussion full of useful information and learn how to take charge of your financial future.In today's episode, Steve and Josh tackle a topic that might seem boring but is crucial for your financial health, insurance.Ignoring insurance can be a costly mistake. Steve and Josh will break down why you shouldn't overlook it and how it plays a pivotal role in managing financial risks and protecting your assets. They'll cover everything from essential types of insurance to common mistakes people make when purchasing policies. Whether you're new to insurance or looking to optimise your current coverage, this episode has got you covered.This episode covers: [0.23] Introduction [1.22] Beyond School [2.26] Insurance and why you shouldn’t forget about it [3.40] Josh’s take [7.15] Steve’s take [8.25] Mistakes people make when buying insurance [10.20] How do you know what level of cover I need? [13.51] Misconception on how an adviser get paid [17.10] Contingency plan [17.40] Do you even need insurance? [20.30] How can I pay for insurance? [21.14] Wrap-up Join Steve and Josh as they demystify the world of insurance and provide practical tips to ensure you're adequately protected and financially secure.---- Get in touch with Steve: Steve Sloane - Founder & Managing Director (linkwealth.com.au) Get in touch with Josh: Josh Lee - Director & Financial Adviser (linkwealth.com.au) Steve's TikTok:  https://www.tiktok.com/@stevesloanefinadviser Josh's TikTok:  https://www.tiktok.com/@joshleefinadv Sign up to Steve's newsletter, Finance Simplified: https://www.linkwealth.com.au/newsletter Our Financial Services + Credit Guide: https://www.linkwealth.com.au/fscg ----   General advice disclaimer: The informa---- Want to find a Adviser that suits your financial needs:https://www.linkwealth.com.au/ Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-link Josh's TikTok: https://www.tiktok.com/@joshleefinadv Billy's TikTok: https://www.tiktok.com/@billynormanfp Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ---- General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.