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Today I interview our super star Money Coach James Smith. James has over a decade worth of experience in financial planning and use to run his own practice so we are super lucky to have him in our team.
James heads up our investment committee (you should see his spreadsheets … you will have spreadsheet envy !!).
But today’s episode is all about insurance. I know its a little morbid but its something James and I are both passionate about as we have personally seen the impact of not having insurance after both our fathers had cancer multiple times. We also unfortunately know its not just something you need when you are old with both of us having friends in who were only in their 30’s have major cancers.
We cover lots in this episode including:
If reviewing your insurance has been on your TO DO LIST then reach out to see how we might be able to help. Email [email protected]
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