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Episode 13: The Four Cornerstones

Jun 17, 2022

In this episode, Eric and Katie discuss the four cornerstones of Your Financial House, Custom Designed™ and why each one is a critical piece of a successful financial plan.

Here are just a handful of the things that we'll discuss:

  • Having 3-12 months’ income set aside in cash reserves can help protect your finances against unexpected expenses
  • When entering retirement, it’s important to weigh all your healthcare options
  • Updating your estate documents is critical if you want a smooth financial transition to your heirs when you pass away
  • Having the proper coverage for your assets such as your home and vehicle can be a valuable protection from financial setbacks

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