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Property and Casualty Insurance Shopping Guide
Manage episode 422409580 series 2874417
You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs.
P & C Shopping Guide00:00—Intro 01:33—Insurance costs on the rise 03:35—Strategies for saving money on insurance*
Role Play12:39—Alex Rodriguez 13:53—Singapore shophouses 16:15—Oaktree Capital 18:46—Is the yield curve inversion is wrong 22:52—Recreational drugs for medical treatment
*Global Wealth Advisors is neither endorsed by nor affiliated with any of the insurance companies mentioned.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed this insurance shopping guide, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom Music by: PWISBY "Ruff" Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
91 episodios
Manage episode 422409580 series 2874417
You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs.
P & C Shopping Guide00:00—Intro 01:33—Insurance costs on the rise 03:35—Strategies for saving money on insurance*
Role Play12:39—Alex Rodriguez 13:53—Singapore shophouses 16:15—Oaktree Capital 18:46—Is the yield curve inversion is wrong 22:52—Recreational drugs for medical treatment
*Global Wealth Advisors is neither endorsed by nor affiliated with any of the insurance companies mentioned.
This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.
If you enjoyed this insurance shopping guide, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.
Your Money Momentum podcast is produced by: Pamela Engstrom Music by: PWISBY "Ruff" Find us: LinkedIn | Facebook | Instagram | X (Twitter)| YouTube
91 episodios
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