Cover Your Assets…From All Angles with Financial Advisor Kyle Christensen

Are you ready to secure your financial future and plan for a fulfilling career? In this fascinating episode of Cover Your Assets, host Billy Gwaltney chats with financial advisor John Navin, dissecting the intricacies of succession planning and long-term financial strategies. John shares his vast experience and unique personal journey, making complex concepts accessible and actionable.

Discover the unique features of John's innovative "Lifestyle Maximizer" plan, a comprehensive approach to financial health that addresses key areas such as estate and tax planning. The conversation also delves into the role of personal values and vision in shaping financial strategies, offering a roadmap to align your finances with your life goals without compromising on today's joys.

Episode Highlights:

• John talks about having a personal succession plan and hiring his first COO. (00:29)
• Introduction to the "Lifestyle Maximizer" plan and its comprehensive approach. (06:17)
• Building trust with clients nationwide and the significance of values and vision in financial planning. (14:23)
• John's essential financial advice on the importance of having a custom plan. (20:27)

Tune in for an episode that not only covers the essentials of financial planning but also inspires you to map out a fulfilling journey both in life and in your career. Join Billy and John as they unpack what it truly means to Cover Your Assets...From All Angles.

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.⁠

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