The Five Big Mistakes Affluent Homeowners Make

01/03/2023 16 min Episodio 25
The Five Big Mistakes Affluent Homeowners Make

Listen "The Five Big Mistakes Affluent Homeowners Make"

Episode Synopsis

Affluent families and individuals often have so many things on their plate, that it's easy to overlook issues with one of their largest assets: their homes. And our homes are of course important to our financial security, as well as our personal sense of stability with everything going on in the world right now.On the latest episode of Your Money & A Cup of Joe, we're exploring the five most prevalent mistakes that affluent homeowners are making in today's day and age. Timecodes:0:06 - Introduction and overview on the topic of the day1:58 - Why homeowners should do a financial check-up on their home3:14 - The five most prevalent mistakes homeowners are making4:05 - Umbrella policies and the need to have one5:03 - How you can tell if you have a lack of adequate coverage5:57 - What if you own homes in different states?8:03 - Addressing a home's unique construction materials or architecture of the home9:10 - The mistakes being made surrounding a family's "stuff"10:34 - How homeowners can proceed forward to avoid these mistakes11:55 - How you can get in touch with Joe's team14:28 - Closing remarksConnect with Joe Calao:WebsiteLinkedIn