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Episode 3: A Brief Overview of the Four Cornerstones

Mar 5, 2022

Eric and Katie discuss the importance of the Financial House and touch on the four cornerstones of a successful Financial House retirement plan:

  1. Cash Reserves and Debt Elimination
  2. Healthcare, Long-Term-Care and Life Insurance
  3. Pre-Planning and Legacy Preparation
  4. Home, Auto and Umbrella Insurance

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

  • The importance of having easily accessible cash in case of emergencies
  • The difference between traditional healthcare and Medicare options
  • Why you should consider planning ahead for long-term-care
  • How you can pre-plan to leave your legacy behind to your heirs more efficiently
  • Why Umbrella insurance can be the key to protecting your larger assets

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