Property & Casualty Insurance

Ep 065: Mid-Year Financial Plan Review

The power of a mid-year review of your financial plan:
- Tips to staying on track in an emergency
- What retirement plans does your employer offer, and are you contributing enough?
- The power of automation: Pay yourself first
- Tools and Techniques for business owners
- Insurance: Tips to recognizing questions you need to ask your agent

Ep 042: Bitcoin: Is It a Sure Thing?

Get the most from your plan, and protect your money: 
- Bitcoin: What is it and should it be a part of your financial plan? 
- How to identify money scams
- Auto, Home, and Umbrella insurance: Do you have the coverage you need? 
- Know what your Homeowners Insurance policy excludes