Solving Your Financial Puzzle: Understanding Insurance and Estate Planning (Ep. 20)
What happens when life’s unexpected events test your financial preparations?
In this episode of the Financial Puzzle Playbook, Jim Sumpter explores the often overlooked yet vital components of financial planning: insurance and estate planning. How do these pieces fit into your financial puzzle, especially when life throws the unexpected your way? Discover through real-life stories how proactive planning can prevent major financial pitfalls.
Jim Sumpter, CFP®, discusses:
- (01:17) The importance of having all documents in place to mitigate unexpected events
- (02:17) Ensuring beneficiary details are current and accurately reflect your intentions
- (07:46) Understanding why a will is just one part of your estate planning strategy
- (19:57) Real scenarios emphasizing the necessity of comprehensive financial planning
- And more
Connect with Jim Sumpter:
- 205-510-9074
- CMC Financial
- LinkedIn: Jim Sumpter
- LinkedIn: CMC Financial
- Facebook: CMC Financial
- Instagram: CMC Financial
- YouTube: CMC Financial
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