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When we think of financial planning, often we just focus on budgeting, debt repayment, and investing. But another important element of a complete financial plan is protection. Specifically protecting yourself and/or your loved ones if something happens.
That’s why I’ve got Nicole Simons on the show, who is a Wealth Management Advisor at CPN Financial Services. For the past decade, she’s worked with clients in all aspects of financial planning, especially when it comes to having the right insurance in place.
In this episode, we discuss the important things everyone should know about life insurance, critical illness insurance, and disability insurance. Hopefully, this episode will serve as a timely reminder to review how you’re currently protected and to ensure if you don’t have the right protections in place, to get it sooner rather than later.
Things Mentioned in This Episode
- I’m giving away copies of all the books featured on this season of the podcast! To enter, visit jessicamoorhouse.com/contests
- Apply to enrol in my investing course Wealth Building Blueprint for Canadians
Follow Nicole
Looking for Financial Help?
Looking for some financial help during these tough and uncertain times? Check out my online courses and budget spreadsheets on my new shop page!
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