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.
Billy Gwaltney
Contact Me
