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.
Billy Gwaltney
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