Ep #13: The Importance of Doing an Insurance Review
What The Wealth
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What The Wealth
Ep #13: The Importance of Doing an Insurance Review
Jul 09, 2020
Jonathan Bednar II, CFP🄬


With all the various types of insurance out there, it can seem like we are "insuranced" to death. Many people just put their insurance on auto-pilot and never look at it again, but as changes occur in life, we need to be re-evaluating what we need—or don’t need anymore. So in this episode, I’ll discuss why it’s so important to do an insurance review at least yearly, as well as the steps for doing so.

You can find show notes and more information by clicking here: https://bit.ly/2VT3Xu6

🗓️ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▶️ YouTube: What the Wealth / Paradigm Wealth Partners

If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.

Thanks for Listening!

Jonathan