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In this episode of the Cover Your Assets podcast, host Billy Gwaltney discusses the critical differences between disability insurance and health insurance claims, particularly for physicians. He emphasizes the importance of choosing the right insurance carrier and understanding the claims process, highlighting that the majority of claims are approved when handled correctly. Gwaltney shares insights on the four top carriers for specialty coverage and the significance of having the right definitions in insurance contracts to ensure financial security for physicians.Chapters(00:20) Welcome(03:03) Understanding the Claims Process(05:55) Choosing the Right Insurance CarrierThe Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician — this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn.If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
In this episode of the Cover Your Assets podcast, host Billy Gwaltney discusses the intricacies of private specialty disability coverage for physicians, particularly focusing on how and when they can increase their coverage after graduation. The conversation highlights the importance of understanding insurance guidelines, the relationship between attending salary and coverage amounts, and the necessity of timely adjustments to ensure adequate protection against potential disabilities.Chapters(00:20) Welcome(03:04) Navigating Coverage Increases After Graduation(05:49) Importance of Timely Coverage AdjustmentsThe Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician — this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn.If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
#438 Have you ever played the game Cover Your Assets? We have and we love it! So we were super excited to interview Grandpa Beck of Grandpa Beck's Games, sharing his journey from airline pilot to successful game creator. Grandpa Beck reveals the evolution of his business, including the initial inspiration, challenges encountered, the importance of artwork, and the strategies used to scale and build his brand. Listen to how Grandpa Beck's family-focused games have created meaningful connections and lasting memories for families worldwide. Discover the key insights and lessons he learned along the way, and get inspired to pursue your entrepreneurial dreams. (Original Air Date - 7/12/24) What we discuss with Grandpa Beck: + The Journey to Game Creation + Challenges and Early Successes + Trademark and Legal Hurdles + Scaling the Business + Art and Personal Touch + Dedication and Long-Term Vision + Selling What You Believe In + Creating Value Through Games + Building Relationships Through Games + Expanding the Game Library + The Amazon Evolution + Global Distribution Strategies + The Power of Social Media + Advice for Aspiring Entrepreneurs +1 Reflecting on Success and Legacy Links and resources from this episode: Check out all 11 of Grandpa Beck's games HERE! For more information go to MillionaireUniversity.com To get access to our FREE Business Training course go to MillionaireUniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/millionaire. Try it risk-free now with a 30-day money-back guarantee! Want to hear from more incredible entrepreneurs? Check out all of our interviews here! Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Cover Your Assets podcast, host Billy Gwaltney discusses the critical differences between group disability policies offered through associations and private specialty coverage. He emphasizes the importance of understanding the gaps in association policies, including definitions of disability, control over the policy, and the significance of individual coverage. The conversation highlights the potential pitfalls of relying on association policies and the benefits of securing a private policy for long-term financial security.Chapters:(00:20) Welcome(03:12) Key Differences Between Private and Association Policies(07:04) The Importance of Individual CoverageThe Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician — this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn.If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
In this episode of the Cover Your Assets podcast, host Billy Gwaltney discusses the significant gaps in the AMA disability policy that physicians should be aware of. He outlines five key elements that highlight the shortcomings of the policy, emphasizing the importance of understanding the details of disability insurance. The conversation serves as a cautionary tale for physicians considering the AMA policy, urging them to be vigilant and informed about their insurance choices.Chapters:(00:20) Welcome(07:15) Key Gaps in CoverageThe Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician — this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn.If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
106 : The Flow: Episode 106 - Cover Your Assets: Legal Must-Knows for Podcasters Ecamm Network Listen to The Flow Think your podcast is legally sound? Think again. In this must-listen episode of The Flow, we're joined by Gordon Firemark, the go-to podcast lawyer, to break down the legal essentials every podcaster needs to know. From copyright concerns and guest releases to music licensing, trademarks, and how to protect your content — Gordon shares actionable advice that could save your show (and your wallet).Whether you're just starting out or have hundreds of episodes under your belt, this episode is your legal crash course to podcasting smart and staying protected.We'll cover:✅ AI-Generated Content & Copyright: Who Owns What?✅ Guest Releases & Interview Rights: Are You Covered?✅ Music, Clips, and Copyright Claims: What You Can and Can't Use✅ And more!
In this episode of the Cover Your Assets podcast, host Billy Gwaltney discusses the intricacies of selecting a graded premium policy for private specialty disability coverage. He explains the differences between graded and level premiums, emphasizing the long-term financial implications of each choice. The conversation highlights the importance of understanding the terms of disability insurance policies, especially for physicians, and provides insights into when a graded premium might be a viable option. Billy also addresses the common misconception that lower initial premiums equate to better deals, urging listeners to consider the long-term costs associated with graded premiums.(00:20) Welcome(00:46) Understanding Graded vs. Level Premiums(04:15) Long-Term Financial Planning with Premiums(06:37) When Graded Premiums Make Sense(08:29) The Importance of Disability Insurance for Wealthy IndividualsThe Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician — this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn.If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
In this episode of the Cover Your Assets podcast, host Billy Gwaltney discusses the critical question of whether physicians should opt out of their employer's group long-term disability (LTD) policy. Billy explains the differences between group LTD and private specialty disability coverage, emphasizing the importance of having a well-structured private policy that offers better definitions and benefits. He highlights the potential pitfalls of group policies, including adverse selection and watered-down definitions of disability, and encourages physicians to make informed decisions about their insurance options.Highlights:(02:56) The Importance of Specialty Coverage(04:42) Making Informed Decisions on Disability InsuranceThe Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician — this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life.For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn.If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
Our guest this week is a DEEJAY and Socialite from the New York Scene. She specialist in planning, managing, and creating events within the fashion industry. From product launches and pop-ups to in-store events and strategic partnerships, she brings over a decade of experience. Her expertise spans every detail of a successful Fashion Week show or party. Which includes venue selection, set design, catering, lighting, gifting, photo/film crews, security, talent booking, and entertainment.Five years ago, she co-founded Dune Suncare, an 8X award-winning suncare brand. Their revolutionary invisible gel is clinically proven to perfect and protect all skin tones while delivering skincare benefits. With the motto-“Be Smart, Look Good, Cover Your Assets”, Dune Suncare has quickly made its mark in the industry. Please welcome Mei Kwok from Dune Suncare!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
According to Forbes, 90% of small businesses will face a lawsuit at some point in their lifetime. But that doesn't mean a lawsuit is unavoidable or has to break the bank. There are steps you can take to make a lawsuit less likely and less expensive. This class walks through the steps you can take to avoid a lawsuit in your coaching business, no law degree or high-priced legal fees required.This is a replay of a live class hosted on February 4th. Watch the full replay video with slides: artfulcontracts.com/replayAt the end of the class, we opened the doors to Cover Your Assets with a $100 discount. Hop on in before the discount expires on February 12th right there: artfulcontracts.com/cya-liveQuestions? Send me a DM over on Instagram.If you're an online business owner who's ready to take the guesswork out of the legal aspects of your business, watch my free training to learn the 3 steps to get your business legally legit without hiring a lawyer. Let's get the legal stuff covered so you can grow your business with confidence. Go to artfulcontracts.com/legalclass to sign up.Your support means everything! Please subscribe on your favorite podcasting app and leave a review on Apple Podcasts.Enjoying the podcast? Send me a DM over on Instagram @artfulcontractsFull show notes at artfulcontracts.com/podcast
In this Hay Kings episode, host Jon Paul Driver is joined by Nathan Beus and David Cannon of Sloan Levitt Insurance to unpack property and casualty insurance for hay producers. With deep agricultural expertise, they cover asset lists, stack limits, fire prevention policies, and real-world scenarios like custom operations and hay presses, offering strategies to avoid being under or over-insured. Packed with insights on risk management and claim costs, this episode delivers actionable tips to help hay producers protect their investments and make informed decisions. Tune in to learn how to stack up savings and safeguard your farm. Listen to the podcast at Hay-Kings.com or wherever you get your podcasts. Sponsored by Krone -Dedicated to Hay and Forage Producers. To learn more about Krone visit KRONE-na.com
Have you ever wondered how a change in medical specialty can affect your private disability policy? In this illuminating episode of the Cover Your Assets podcast, host Billy Gwaltney dives deep into the nuances of specialty disability policies and how they adapt to your evolving medical career. Whether you're a resident just starting out or an experienced professional considering a switch, understanding your policy is crucial. Billy provides expert insight into why your initial specialty matters and how the right policy can offer seamless coverage as you progress. Tune in to learn how to secure your financial future, no matter where your medical journey takes you. Ensure your policy evolves with your career, covering everything from fellowship transitions to unexpected changes in job roles. Episode Highlights: Why your specialty impacts the rate you pay for your disability policy. (02:37) How your policy adapts to changes in your medical career. (03:50) Dual Benefits: Coverage for new roles without penalizing future earnings (05:46) The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life. For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn. If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
Welcome to the first session of the Cover Your Assets educational series on financial planning, where host Billy Gwaltney delves deep into financial mindsets with experts John Navin and Kyle Christensen. Discover the diverse approaches to financial planning, encompassing both traditional and non-traditional strategies, directly from seasoned professionals. Whether you're an experienced investor or just starting out, this episode aims to empower you with the knowledge to make informed financial decisions. Get ready to explore a series that will fundamentally change your perception of financial planning. Episode Highlights: Understanding Traditional vs. Non-Traditional Financial Planning: John Navin discusses conventional strategies and Kyle Christensen introduces alternative investment ideas. (12:30) Emphasizing Education in Financial Planning: Kyle shares how empowering clients with knowledge is central to his approach. (20:45) Real-life Examples: Learn about a pharmacist who increased income significantly through business investment and how professionals can leverage their expertise. (32:05) Critique of the Financial Industry: Both guests critique the pitfalls of the financial advisory industry and stress the need for personalized, diligent financial planning. (45:10) The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life. For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn. If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
In this episode of Cover Your Assets, host Billy Gwaltney dives deep into the intricate balance between financial goals and personal values with guests and financial planners Kyle Christensen and John Navin. Kyle shares why he avoids using the term "retirement," preferring "financial freedom" as a more empowering goal, while John introduces his "freedom number" concept for a joyful life beyond just escaping a job. Together, they explore the unique financial challenges faced by medical professionals transitioning from training roles to high-earning attending positions and offer actionable strategies for building financial independence. This episode empowers listeners to rethink their financial future with purpose-driven decisions and smart investment choices. Episode Highlights: Kyle Christensen explains the concept of financial freedom and stresses the importance of understanding what you want to do once you achieve it. (08:15) John Navin introduces his "freedom number" and discusses why planning for a joyful life is more than just escaping a job. (16:45) John Navin details his diversified investment strategy, outlining different investment "buckets" based on time horizons. (32:00) Kyle Christensen critiques financial institutions and emphasizes the significance of investing in what you know and can control. (33:50) The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life. For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn. If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
Host Billy Gwaltney delves into the intricate world of financial tools and strategies with guests John Navin and Kyle Christensen on this episode of Cover Your Assets. Through a series of enlightening discussions, they uncover the critical aspects of financial planning, addressing common mistakes and underexplored opportunities that professionals, especially those in high-risk careers like medicine, must consider. From the fundamentals of car insurance to the nuances of student loan repayment, this episode is packed with actionable insights designed to fortify your financial future and mitigate risks. Join them as they probe into the strategies that will not only cover your assets but also ensure substantial growth and security in an ever-evolving economic landscape. Episode Highlights: John Navin discusses optimal car insurance coverage amounts and common planning mistakes. (10:25) Kyle Christensen emphasizes the importance of a personal liability umbrella policy with at least a million dollars in coverage. (18:45) Billy Gwaltney explores principles of investing, stressing the importance of control and understanding in financial decisions. (34:15) Insightful conversation on student loan challenges, featuring practical tips on leveraging current income-driven repayment plans. (47:05) The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life. For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn. If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
What really keeps your financial future secure: strategy or principles? In the final session of this enlightening educational series, host Billy Gwaltney dives deep into the essential and often overlooked world of risk management and asset protection with guests Kyle Christensen and John Navin. Together, they explore the intricate balance between traditional and principles-based approaches to safeguarding your financial assets. Both Christensen and Navin reveal the startling reality that many clients, including high-earning professionals, are grossly underinsured, sharing personal anecdotes to underscore the critical importance of early and adequate coverage. Don't miss this engaging discussion filled with actionable insights, tips on optimal insurance strategies, and a holistic view on financial planning designed to help you secure and maximize your assets. Episode Highlights: Kyle Christensen discusses the limitations in purchasing insurance and explains the principle of indemnity. (07:12) Billy Gwaltney shares a cautionary tale about a surgeon who unexpectedly needed long-term care due to early-onset Alzheimer's. (15:34) John Navin introduces the DIME formula for determining life insurance coverage needs and elaborates on his personal experience with health and life insurance costs. (28:49) A deep dive into the comparison of term versus whole life insurance, and Kyle Christensen's compelling analogy between renting and owning life insurance. (45:02) The Cover Your Assets Podcast is on a mission to help physicians like you get their disability insurance right. You've spent years of your life and hundreds of thousands of dollars to become a physician – this is the career that will give you and your family everything you've dreamed of! Don't let accidents, illness, or injury destroy your hard work and the life you deserve. You know you need to be insured, but how do you sort through the mountains of information when you barely have enough time to eat? On the Cover Your Assets Podcast, host Billy Gwaltney, head of Professional Planning Group, Inc., shows you exactly what you need to do to protect your income and way of life. For more tips and advice, connect with the CYA Podcast on YouTube and visit the Professional Planning Group online. Stay up to date with Billy on Facebook and LinkedIn. If you have questions, feedback, or just want to connect, email Billy at billy@ownoccdisability.com.
According to Forbes, 90% of small businesses will face a lawsuit at some point in their lifetime. But that doesn't mean a lawsuit is unavoidable or has to break the bank. There are steps you can take to make a lawsuit less likely and less expensive. This class walks through the steps you can take to avoid a lawsuit in your coaching business, no law degree or high-priced legal fees required.This is a replay of a live class hosted on September 17. Watch the full replay video with slides: artfulcontracts.com/replayAt the end of the class, we opened the doors to Cover Your Assets with a $100 discount. Hop on in before the discount expires on September 25th right there: artfulcontracts.com/cya-septQuestions? Send me a DM over on Instagram.If you're an online business owner who's ready to take the guesswork out of the legal aspects of your business, watch my free training to learn the 3 steps to get your business legally legit without hiring a lawyer. Let's get the legal stuff covered so you can grow your business with confidence. Go to artfulcontracts.com/legalclass to sign up.Your support means everything! Please subscribe on your favorite podcasting app and leave a review on Apple Podcasts.Enjoying the podcast? Send me a DM over on Instagram @artfulcontractsFull show notes at artfulcontracts.com/podcast
00:00:00 Intro 00:02:15 Labor Day Activities 00:06:15 Blank Slate Challenge 00:09:30 Tower Up 00:10:25 Nature 00:13:40 Cosmere RPG KS ends 00:16:50 Top Games 2001 00:16:57 Favorites from 2000 00:19:40 Portal Games 00:20:45 Middle Ages 00:31:20 Nunatak 00:37:35 Miniature Market 00:38:50 Undaunted 2200 Callisto 00:50:20 Gametoppers LLC 00:51:45 Cover Your Assets 00:55:30 Barbarian Kingdoms 01:12:29 Outro Euro games, card games, dudes on a map, and games with new themes. We go it all in this episode. Plus we take a look back at the hot games from 2001.
The US Open is selling $12M worth of just one cocktail… because tennis found a new business model.Ikea just launched an official used furniture biz… to beat Facebook Marketplace.The newest trend in relationships is Pet Prenups… because you need to “Cover Your Assets.”Plus, the newest streaming service is from Chick-fil-A… but what should we name it? (Poultry+).—-----------------------------------------------------GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts FOR MORE NICK & JACK: Newsletter: https://tboypod.com/newsletter Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Anything else: https://tboypod.com/ See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Cover Your Assets with Todd Rooker provides unbiased and powerful financial tactics to the individuals and businesses of the 21st century. Today on the show, be empowered by understanding, you are a high performance machine! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Cover Your Assets with Todd Rooker provides unbiased and powerful financial tactics to the individuals and businesses of the 21st century. Today on the show, be empowered by understanding, you are a high performance machine!
8 Minute Millionaire: Learn the Secrets of Millionaire Entrepreneurs
Have you ever played the game Cover Your Assets? We have and we love it! So we were super excited to interview Grandpa Beck of Grandpa Beck's Games, sharing his journey from airline pilot to successful game creator. Grandpa Beck reveals the evolution of his business, including the initial inspiration, challenges encountered, the importance of artwork, and the strategies used to scale and build his brand. Listen to how Grandpa Beck's family-focused games have created meaningful connections and lasting memories for families worldwide. Discover the key insights and lessons he learned along the way, and get inspired to pursue your entrepreneurial dreams. What We Talk About With Grandpa Beck: + The Journey to Game Creation + Challenges and Early Successes + Trademark and Legal Hurdles + Scaling the Business + Art and Personal Touch + Dedication and Long-Term Vision + Selling What You Believe In + Creating Value Through Games + Building Relationships Through Games + Expanding the Game Library + The Amazon Evolution + Global Distribution Strategies + The Power of Social Media + Advice for Aspiring Entrepreneurs +1 Reflecting on Success and Legacy Resources from this episode: Check out all 11 of Grandpa Beck's games HERE! Sign up for our FREE Business Course - over 300+ new business ideas, also includes the 7 Phases of a business, so you know where you are now and where you need to go next. You'll also get 7 of the most popular marketing strategies and 31 stay-on-track hacks that successful millionaires follow to grow and automate their businesses. Go to https://www.millionaireuniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors.
Have you ever played the game Cover Your Assets? We have and we love it! So we were super excited to interview Grandpa Beck of Grandpa Beck's Games, sharing his journey from airline pilot to successful game creator. Grandpa Beck reveals the evolution of his business, including the initial inspiration, challenges encountered, the importance of artwork, and the strategies used to scale and build his brand. Listen to how Grandpa Beck's family-focused games have created meaningful connections and lasting memories for families worldwide. Discover the key insights and lessons he learned along the way, and get inspired to pursue your entrepreneurial dreams. What We Talk About With Grandpa Beck: + The Journey to Game Creation + Challenges and Early Successes + Trademark and Legal Hurdles + Scaling the Business + Art and Personal Touch + Dedication and Long-Term Vision + Selling What You Believe In + Creating Value Through Games + Building Relationships Through Games + Expanding the Game Library + The Amazon Evolution + Global Distribution Strategies + The Power of Social Media + Advice for Aspiring Entrepreneurs +1 Reflecting on Success and Legacy Resources from this episode: Check out all 11 of Grandpa Beck's games HERE! Sign up for our FREE Business Course - over 300+ new business ideas, also includes the 7 Phases of a business, so you know where you are now and where you need to go next. You'll also get 7 of the most popular marketing strategies and 31 stay-on-track hacks that successful millionaires follow to grow and automate their businesses. Go to https://www.millionaireuniversity.com/training. And follow us on: Instagram Facebook Tik Tok Youtube Twitter To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, I sit down with Brian Chapman of JD Chapman Insurance Agency — an independent, family-owned fiduciary insurance agency who has been serving the community for over 60 years! Brian and his team are a wealth of knowledge when it comes to insurance. He can be reached at: Email: brian@jdchapmaninc.com Phone: 315-986-4062 Address: … Read More Read More
Get my new book: https://bronsonequity.com/fireyourself Download my new special report - How to Use Inflation to Your Advantage - www.bronsonequity.com/inflation Welcome to our latest episode. Today, we're thrilled to have Mauricio J. Rauld, a premier real estate syndication attorney with over 22 years of securities experience. Known for his ability to simplify complex legal concepts, Mauricio helps real estate syndicators and those looking to tokenize their real estate offerings stay compliant with Federal and State securities laws. He was recently featured on the cover of the Top 100 Magazine as a Top 100 Attorney and has been recognized as one of the top California attorneys under 40 by SuperLawyers magazine. In this enlightening discussion, Mauricio shares essential strategies for asset protection, emphasizing the importance of legal compliance and safeguarding your investments. He delves into the current investing environment, lessons for passive investors, and offers practical advice on how to protect your assets in today's market. Mauricio's insights are invaluable for anyone looking to invest wisely and protect their wealth. Whether you're a seasoned investor or just starting, this episode provides key takeaways to help you navigate the complexities of asset protection and legal compliance. Tune in now to gain exclusive access to Mauricio Rauld's expertise and discover how to cover your assets effectively! 01:12 - Guest intro: Mauricio Rauld 02:03 - Mauricio Rauld on his new book: Legal Strategies for Everyone 05:32 - Key principles of asset protection and common pitfalls 09:12 - Timing and thresholds for setting up asset protection measures 12:22 - Current investing environment and challenges for investors 14:24 - Lessons for passive investors from recent market trends 17:24 - Strategies for diversifying and protecting investments 20:29 - Importance of due diligence for passive investors Connecting with the Guest: Website: https://www.premierlawgroup.net/ Linkedin: https://www.linkedin.com/in/mauriciorauld/ Instagram: https://www.instagram.com/mauriciorauld/?hl=en Youtube: https://www.youtube.com/channel/UCnPedp0WHxpIUWLTVhNN2kQ #RealEstateInvesting #AssetProtection #LegalCompliance
According to Forbes, 90% of small businesses will face a lawsuit at some point in their lifetime. But that doesn't mean a lawsuit is unavoidable or has to break the bank. There are steps you can take to make a lawsuit less likely and less expensive. This class walks through the steps you can take to avoid a lawsuit in your coaching business, no law degree or high-priced legal fees required. This is a replay of a live class hosted on April 30. Watch the full replay video with slides: artfulcontracts.com/replayAt the end of the class, we opened the doors to Cover Your Assets with a $100 discount. Hop on in before the discount expires on May 8 right there: artfulcontracts.com/cya-aprilQuestions? Send me a DM over on Instagram.If you're an online business owner who's ready to take the guesswork out of the legal aspects of your business, watch my free training to learn the 3 steps to get your business legally legit without hiring a lawyer. Let's get the legal stuff covered so you can grow your business with confidence. Go to artfulcontracts.com/legalclass to sign up.Your support means everything! Please subscribe on your favorite podcasting app and leave a review on Apple Podcasts.Enjoying the podcast? Send me a DM over on Instagram @artfulcontractsFull show notes at artfulcontracts.com/podcast
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On this hot meat sandwich of a Shut Up & Sit Down Podcast, Tom and Matt are running through a selection of the games they played at PAX Unplugged! First up are some excitable impressions of the latest from Leder Games: Arcs! That's followed up with a double bill of Grandpa Beck games - the raucously silly Cover Your Assets and Skull King - which in turn is followed by ANOTHER double bill of mushroom-themed boxes with Mycelia and Mycelium: A Mushling Game. Finally, we get to the real good stuff, where Tom and Matt wax lyrical about Strike; a ridiculously simple dice-chucking game that we simply couldn't get enough of. This is the first in a double, potentially TRIPLE feature of PAX Unplugged games! Next time, we're tackling the big crunchy boxes that melted our brains… Have a great weekend, everybody! Timestamps: 03:43 - Arcs 13:44 - Cover Your Assets 19:31 - Skull King 24:45 - Mycelia 32:21 - Mycelium: A Mushling Game 39:38 - Strike
Show Notes:Become one of our VIPS!! Get VIP Access To Our FREEBIE Library Here!!Subscribe (free!) to my newsletter with updates and tips plus get instant access to my resource library with recipes, printables, and family fun! Once subscribed, I will send you a newsletter with details about my new free files and mom hacks each week.https://www.helpingofhappiness.com/new-pageMake sure you check out our YouTube Channel!! We have lots of new food and travel videos posted! You can even take a peek at a bunch of the recipe in our Best Ever Babysitter Cookbook. (find it on Amazon!).Brent Beck is a husband and father to 5 children, and grandpa to 19 grandchildren with one more on the way. He was an airline pilot for 33 years. About 20 years ago or so the airlines were having a hard time, had an idea to make a little extra money for retirement. He played a lot of classic games with his brothers growing up. That inspired him to take an old card game, give it an upgrade with some custom designs, and start selling it. He decided to launch 2 games at once to start: Grandpa Beck's Golf (which has recently been made over into Gnoming Around) and Cover Your Assets.Toil & Troublez is the first game that didn't come from Grandpa Beck's family. It was a game from Europe that had done really well, that Grandpa Beck got permission to retheme with his artist April Stott. The illustrations are beautiful. Engaging, interesting but not heavy, easy to learn, something you want to play again and again. Why is playing games as a family so important?Games teach you to win well and lose well.Games give us a chance to take time to interact, and get away from technology for awhileGames are a good way to get to know people, learn more about people, and see them in instense situationsOur favorite grandpa beck game: Skull KingWhere you can find Grandpa Beck Games:Website: grandpabecksgames.comFacebook - GrandpaBeckGamesInstagram- @GrandpaBeckGames
Today we're taking a deep dive on all things grants. There are plenty of supplemental revenue sources out there that school districts desperately need, but it's all about the application and the audit according to today's guest, Sharie Lewis, Director of Business Services and Operations at the Parkrose School District in Portland, Oregon. Sharie is the master of all things grants so make sure you listen closely so your next grant opportunity is a success!
In this episode, I delve into the vital topic of protecting your staging business by implementing a strong client agreement. This is the first part of our "Cover Your Assets" series, where I'll explore various strategies, policies, and procedures to safeguard your people, profit, and overall business in the long run. Today, I'll specifically focus on how to protect your inventory and assets through your vacant staging client agreement. Even if you're an experienced business owner with an established agreement, this episode will serve as a helpful refresher, offering valuable additions to consider. I will be sharing a bit of what we implement at Rethink You, leaving you with some steal-worthy ideas to enhance your business. Speaking of steal-worthy resources, Rethink You Accelerate provides access to our Swipe Studio, offering a treasure trove of invaluable resources that only require minimal tweaks to tailor to your business needs; the client agreement discussed in this episode is one of them! Are you protecting your staging business right? Tune in to hear what you might be missing. P.S.: I have yet another special announcement for those on the Rethink You Accelerate waitlist. Before the doors officially open, I have an exclusive coaching call planned for you! To get all the details, including the date and time of this exciting event, make sure to tune into this episode. Mark your calendars and get ready for an incredible coaching call! What You'll Learn From This Episode: What you should include in your client agreement to protect your inventory and assets. Why I don't recommend checks from your clients as a payment method. Scheduling access conditions that you want your client's properties to meet. How you can ensure your client reads every section of your agreement. When and How not to cover your inventory with your business insurance. RESOURCES Join the Rethink You Accelerate Waitlist here Follow Lori on Instagram If you want to learn how to market and grow your staging business, sign up for the waitlist for Rethink You Accelerate. This is a year-long mentorship program, where I help you and other staging business owners plan, grow, flow, and thrive with the results that they've always wanted. Enrollment starts on the 22nd of September, 2023 and being on the waiting list gets you early access. So, sign up here. ENJOY THE SHOW? Leave a 5-star review on Apple Podcasts so that more Staging CEOs find it. Follow over on Spotify, Stitcher, Amazon Music, or Audible.
My annual membership Cover Your Assets is open for enrollment with some additional bonuses this week! Tune in to this bonus episode to hear answers to some of the questions that I've been getting about Cover Your Assets this week, including a rundown of what's included in the membership and who is a good fit to join. Join by Friday, September 15 to cash in on the extra bonuses: the Trademark Roadmap and a VIP ticket to a live workshop in Q1 2024. Click here to join.If you're an online business owner who's ready to take the guesswork out of the legal aspects of your business, watch my free training to learn the 3 steps to get your business legally legit without hiring a lawyer. Let's get the legal stuff covered so you can grow your business with confidence. Go to artfulcontracts.com/legalclass to sign up.Your support means everything! Please subscribe on your favorite podcasting app and leave a review on Apple Podcasts.Enjoying the podcast? Send me a DM over on Instagram @artfulcontractsFull show notes at artfulcontracts.com/podcast
Listen to the replay of the live training hosted on September 7, 3 Steps to Make Your Business Legally Legit Without Hiring a Lawyer. This bonus episode will expire on September 15.Click here to join Cover Your Assets before your extra bonus course expires!Questions? Send me a DM on Instagram: @artfulcontractsIf you're an online business owner who's ready to take the guesswork out of the legal aspects of your business, watch my free training to learn the 3 steps to get your business legally legit without hiring a lawyer. Let's get the legal stuff covered so you can grow your business with confidence. Go to artfulcontracts.com/legalclass to sign up.Your support means everything! Please subscribe on your favorite podcasting app and leave a review on Apple Podcasts.Enjoying the podcast? Send me a DM over on Instagram @artfulcontractsFull show notes at artfulcontracts.com/podcast
On today's episode of the "The Runway Decade Podcast," hosts Bill Bush and Pete Bush, advisors at Horizon Financial Group have decided not to have a guest and instead engage in a conversation with each other, reflecting on their journey and possibly discussing future plans. They mention having gained publicity through national magazines, open houses, and book signings, which improved distribution. Episode Highlights · 01:29: Bill and Pete reflect on the past year and the amount of content they have produced. They express curiosity about where their endeavors will lead in the future. · 01:48: They mention that a significant portion of their business involves working with business leaders, particularly in the context of retirement plan management and consulting. They emphasize that dealing with business leaders is a substantial part of their professional activities. · 02:55: The hosts delve into the characteristics of business leaders in more detail. They highlight that many business leaders have been with their respective companies for a significant period, contributing to the company's growth. · 03:01: Leaders often receive attractive compensation packages, including benefits and perks, and they tend to have substantial account balances in retirement plans like 401Ks. · 05:41: Business leaders often have extra perks, including equity ownership or synthetic equity arrangements. They might be offered deferred compensation plans or non-qualified deferred compensation plans as part of their compensation packages. · 06:25: The host highlights several obstacles that business leaders face, including lack of time, being scattered across multiple financial accounts, procrastination, lack of knowledge, and disinterest in financial planning. · 08:20: The host discusses their book "The Runway Decade" and its purpose. They clarify that the book isn't meant to provide specific solutions or advice for individual situations, as everyone's financial circumstances are unique. Instead, the book guides readers on how to think about financial planning and retirement transition by posing the right questions. · 10:27: By going through the matrix and checking off what they know or don't know, people can identify areas where they need assistance and guidance. This process prompts them to consider questions such as retirement income projections, account balances, benefits, and contingencies for unforeseen events. · 13:32: Bill and Pete discuss an upcoming event called CYA 360 (Cover Your Assets 360), which focuses on addressing the various risks that business leaders and owners face, both in their businesses and their personal financial lives. · 15:06: The host emphasizes the significance of the runway decade for business owners and how CYA 360 can be particularly valuable during this time. · 18:20: The hosts reflect on the guests who have appeared on their podcast over the past year. Three Key Points 1. For owners of the business, there is a direct link between their stake in the company's equity and the outcome of an exit or transition. However, business leaders who are professional managers, such as CFOs, HR officers, or operations leaders, might not have equity ownership, but they contribute significantly to the company's success and its equity value. 2. Many people initially focus on investment planning when they think about financial advisors, as it's a common perception. However, the matrix illustrates that financial planning encompasses various areas that impact an individual's financial life. 3. Bill and Pete emphasize that business owners are familiar with the industry-specific risks they encounter, as well as the economic factors affecting their businesses. However, they might not give the same level of attention to their personal wealth and the translation of their business success into their personal financial situation. Tweetable Quotes · "A business leader doesn't necessarily have to be the founder or owner; it could also refer to an executive responsible for leading and advancing the business." – Pete · "Organizing your finances can provide a sense of control and understanding over your financial situation." – Pete · "CYA 360 is an event that catches the attention of business leaders and owners because they're accustomed to considering risk management for their businesses." - Bill Resources Mentioned · runwaydecade.com
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It's easy to look at established business owners and think they've got it all figured out - but even as a practicing small-business attorney, I didn't get everything right when I was starting my business! Tune in for my reflections on 3 (legal) things I'd do differently if I were starting my business from scratch - plus the one thing I'm happy I did before getting started.If you want to make sure your business is legally legit right from day 1 (or whatever day you're at right now!) join my annual membership, Cover Your Assets. Cover Your Assets walks you through each step to get all the legal stuff in place for your business - and is now open for enrollment! We just switched over to an open enrollment, annual membership model - so you can join when you're ready for a lower monthly investment than ever before. Learn more about Cover Your Assets here.If you're an online business owner who's ready to take the guesswork out of the legal aspects of your business, watch my free training to learn the 3 steps to get your business legally legit without hiring a lawyer. Let's get the legal stuff covered so you can grow your business with confidence. Go to artfulcontracts.com/legalclass to sign up.Your support means everything! Please subscribe on your favorite podcasting app and leave a review on Apple Podcasts.Enjoying the podcast? Send me a DM over on Instagram @artfulcontractsFull show notes at artfulcontracts.com/podcast
Be educated about asset protection strategies tailored to your individual needs and how they operate in today's episode with Brian Bradley, Esq., as he shares valuable legal advice to protect your properties and help you gain peace of mind even in volatile markets!WHAT YOU'LL LEARN FROM THIS EPISODE Asset Protection: What it is and how it worksHow to identify which type of real estate protection plan you needWhat are the different kinds of asset protection trusts?Practical reasons to have a hybrid asset protection fundWhy it's better to set up an asset protection strategy early in your businessABOUT BRIAN BRADLEY, ESQ.Brian Bradley, Esq. is a nationally recognized asset protection attorney. He was selected for the Best Attorneys of America's List 2020, Lawyers of Distinction List three years in a row, Super Lawyers Rising Star List 2015, nominated on America's Top 100 High Stake Litigators List, and selected for the 2017 Law Firm 500 Award. He also writes on high-end asset protection.CONNECT WITH BRIANWebsite: BTB Legal https://btblegal.com/CONNECT WITH USWant a list of top-rated real estate conferences, virtual meetups, and mastermind groups? Send Tate an email at tate@glequitygroup.com to learn more about real estate using a relational approach.Looking for ways to make passive income? Greenlight Equity Group can help you invest in multifamily properties and create consistent cash flow without being a landlord. Book a consultation call and download Tate's free ebook, "F.I.R.E.-Financial Independence Retire Early via Apartment Investing," at www.investwithgreenlight.com to start your wealth-building journey today!
Cover Your Assets is back with the very best of building your income and your business!
Cover Your Assets is back with the very best of building your income and your business! Learn more about your ad choices. Visit podcastchoices.com/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
This week we talk about protecting your assets with Cover Your Assets, from Grandpa Beck's Games. Support The Podcast If you like what you hear, consider supporting the podcast: https://homeschooltogether.gumroad.com/l/support Show Notes Cover Your Assets - https://amzn.to/3xMaB84 Connect with us Website: http://www.homeschool-together.com/ Store: https://gumroad.com/homeschooltogether Youtube: https://www.youtube.com/c/homeschooltogether Facebook: www.facebook.com/groups/homeschooltogetherpodcast/ Instagram: www.instagram.com/homeschooltogetherpodcast Twitter: https://twitter.com/hs_together The Gameschool Co-Op: https://www.facebook.com/groups/gameschoolcoop/ Email: homeschooltogetherpodcast@gmail.com
You absolutely can get all the legal stuff in place for your business - you just might need a little guidance to get there. Tune in for a breakdown of the Asset Protection Method, my signature 3-step system I teach inside my program, Cover Your Assets, and answers to a few FAQs about the program.Cover Your Assets gives you the tools, action steps, and resources you need to get your business legally legit so you can grow with confidence. Enrollment is currently open with $400 off and some extra juicy bonuses. This is also the last opportunity to get lifetime access to the program.Join before midnight on March 22 here: https://artfulcontracts.com/cya-marchNot sure if it's right for you? Send me a DM on Instagram and we can chat through it: @artfulcontractsIf you're an online business owner who's ready to take the guesswork out of the legal aspects of your business, watch my free training to learn the 3 steps to get your business legally legit without hiring a lawyer. Let's get the legal stuff covered so you can grow your business with confidence. Go to artfulcontracts.com/legalclass to sign up.Your support means everything! Please subscribe on your favorite podcasting app and leave a review on Apple Podcasts.Enjoying the podcast? Send me a DM over on Instagram @artfulcontractsFull show notes at artfulcontracts.com/podcast
Does you family love playing card games? Our family loves playing games and our absolute favorites are the ones created by Brent Beck, AKA Grandpa Beck, AKA Chief Executive Grandpa! Our family has made so many memories playing games around our kitchen table. We love Cover Your Assets, Skull King and their newest release, Cover Your Cookies (a collaboration with Crumbl Cookies). If you want to stock up on amazing games that are fun for all ages, definitely get one of Grandpa Beck's games!https://www.grandpabecksgames.com/
This weeks episode sees the boys Jason & James giving you all a "2 4 1" bargain as they talk about their recent experiences at the very first Paradice board game convention held in the seaside town of Worthing in the UK aaaaaannnnndddddd They have also done a game highlight of the take that card game Cover Your Assets. How very generous ;) -------------------------------------------------------------------------------------------------------------------- Find our audio Podcast on all good podcast platforms or find the links on our host site . https://meepleminded.buzzsprout.com/ You can join the ever growing Meeple Minded community https://www.facebook.com/MeepleMindedMedia https://discord.gg/HtgzKDAB https://twitter.com/MeepleMinded https://www.instagram.com/meepleminded/ Please also Like, Share & Subscribe here on Youtube https://www.youtube.com/channel/UCInqK3k50OVrutTCodvw3FA-------------------------------------------------------------------------------------------------------------------- Thank you all so much for choosing to listen to our humble down to earth Table top gaming podcast. If you do like what you hear, please do subscribe as we will be uploading a new show every Tuesday & Thursday @ 7am GMT, ready for that commute into work, or gym session :)
It makes sense that the creator of such fun games, is also fun himself. Grandpa Beck, the creator of Cover Your Assets, Gnoming Around and many more, answers all our questions this week! From his previous life as a pilot to the production factory in Poland, he was kind enough to entertain us for an hour, and as a result, we have an in depth interview with our favorite game creator! Find his delightful games here: https://www.grandpabecksgames.comFollow Grandpa Beck on Instagram: https://www.instagram.com/grandpabecksgames/ @grandpabecksgamesGame artist and illustrator, Apryl Stott, can be found here: https://www.aprylstottdesign.com
AndrewDisneyland Electrical Parade Lightbulb: https://mickeyblog.com/2022/04/21/1996-flashback-disneyland-main-street-electrical-parade-light-bulbs-sold-for-charity/Disney Half Marathon: https://www.rundisney.com/Ransom Notes: https://www.veryspecialgames.com/products/ransom-notes-the-ridiculous-word-magnet-gameCover Your Assets: https://www.grandpabecksgames.com/products/cover-your-assetsHappy Little Dinosaurs: https://www.unstablegames.com/collections/happy-little-dinosaursLaurenBullet Train: https://www.imdb.com/title/tt12593682/?ref_=nv_sr_srsg_0Interview With The Vampire: https://www.imdb.com/title/tt14921986/?ref_=nv_sr_srsg_0Past Design Trends: https://www.freepik.com/blog/2010-2019-the-evolution-of-design-trends/Patrick100 Years: https://www.imdb.com/title/tt5174640/?ref_=fn_al_tt_1Airline Wing PinsQI, Quite Interesting: https://www.imdb.com/title/tt0380136/?ref_=nv_sr_srsg_0Filmora Controversy: https://www.youtube.com/watch?v=bm90xW40c3AMarvel Snap: https://www.marvelsnap.com/Kaleidoscope: https://www.imdb.com/title/tt15438246/?ref_=nv_sr_srsg_0Twitch - Live Every Monday at 7pmhttps://www.twitch.tv/mof1podcast
Are there holes in the legal protections around your business? Here are 7 signs that you may need to take a closer look at the legal aspects of your business. If you're ready to patch up the holes in your legal strategy and take control of the legal aspects of your business, it's time to join Cover Your Assets. Cover Your Assets gives you the step-by-step training, templates, guides, and coaching you need to get your business legally legit. Join Cover Your Assets by 11:59 PM EDT on October 26 to get $200 off: artfulcontracts.com/cya-octoberWant to talk it over? Send me a message on Instagram @artfulcontractsYour support means everything! Please subscribe on your favorite podcasting app and leave a review on Apple Podcasts.Full show notes at artfulcontracts.com/podcast
In this episode, CEO of CYA (Cover your Assets) Consulting Dan Goodwin, explores his journey of entrepreneurship and the power of investigative skills for small business leaders. Dan's background in entrepreneurship education and as a secret investigator helps small business owners become better leaders through their natural curiosity.Dan Goodwin, CEO of CYA consultingConnect:Strategic Advisor Board: www.linkedin.com/company/strategic-advisor-boardShelby Jo Long: www.linkedin.com/in/shelby-jo-long-9a7b0620/Dan Goodwin LinkedIn: www.linkedin.com/in/dgoodwinus
Some parts of your finances aren't always glamorous, but they are still a critical piece of the picture. In this episode of the Your Next Money Move podcast we discuss the various ways to Cover Your Assets. Estate planning, insurance, and freezing your credit may not be the most exciting parts of your financial picture but they shouldn't be skipped! At the end of this episode, you will have a better understanding of types of estate planning and insurance coverages, how much you should have and how often they should be updated, to protect yourself and the people you care most about. 3:03 - Important estate planning documents 6:21 - Two primary types of trusts and what they do 9:08 - How often should you revisit your estate planning? 11:20 - Who should do estate planning? 11:56 - What are the types of life insurance? 14:40 - What are the differences between Term and Whole Life Insurance? 19:23 - What to consider if you do have a Whole Life Insurance policy? 21:55 - How much life insurance is the right amount? 23:55 - How does inflation impact the amount of life insurance needed? 25:45 - How long will you need life insurance? 28:03 - What is the application process and underwriting process for life insurance? 32:10 - What is disability insurance? 34:02 - What are the differences between long-term and short-term disability insurance? 36:25 - Two things to be concerned about when choosing disability insurance 37:30 - What is the difference between group and private disability insurance? 39:40 - What is umbrella insurance? 42:10 - How much umbrella insurance should you have? 44:23 - How much home and auto insurance coverage should you have? 49:25 - How do credit freezes help? Find more from us: www.yournextmoneymove.com www.instagram.com/yournextmoneymove
Tyler DeStefano joins Dr. Taher Dhoon and Dr. Chris Green in this episode of Startup Saturdays to discuss all things disability and malpractice insurance. Tyler began his career in financial services in 2007. Today he focuses on helping dentists find the right disability plan for them, and how to best protect their income and assets. Tune in for another essential conversation on Startup Saturdays. EPISODE RESOURCES https://www.thepracticelaunchpad.com Subscribe to The Dentalpreneur Podcast Visit the Dentalpreneur Podcast website Write a Review on iTunes Dental Success Network
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