Preparing for Life's Unexpected Turns: A Financial Safety Plan
Manage episode 494717165 series 3677781
When Life Throws a Curveball: Are You Actually Prepared? 🧾💼⚡️Dennis Settlemoir and Stephanie Lencioni are pulling back the curtain on the “oh no” moments life loves to throw our way — from surprise ER visits to the “where’s the life insurance policy?!” panic. In this episode, they break down the must-know moves to keep your family prepared, not panicked.They’ll tackle everything from:Making sense of life insurance (no, it’s not just for old people) 💀Organizing your financial & insurance info before it’s an emergency 🧠Why your loved ones need access to everything (digitally, legally, and emotionally) 🔐Power of attorney, trusts, and other grown-up things you really should already know ⚖️Think of it as your roadmap to responsible adulting — with less legalese and more laughs. Hit play and learn how to future-proof your family’s peace of mind — because chaos is inevitable, but being unprepared is optional.#LifeInsurance #EmergencyPrep #PowerOfAttorney #EstatePlanning #FamilyFinance #Adulting101 #Podcast #MoneyMatters #InsuranceTips #PlanAhead #DigitalLegacy0:00 - Preparing for Life's Uncertainties Beyond Insurance Policies5:01 - Planning Ahead: Organizing Life Insurance and Estate Documents11:10 - Understanding Tax Implications on Life Insurance Proceeds13:00 - Discussing Life's Uncertainties and the Importance of Preparation16:55 - Challenges of Insurance Claims After Auto Accidents20:51 - Essential Steps for Managing Personal and Legal DocumentsEmail: [email protected]: https://www.facebook.com/InsuranceGoneWildGet a Quote!Panatela Group: https://panatelagroup.com/Call: 817-753-0093
20 episodes