Protecting your Downside

<p>Life goes by quickly.  You get into a lucrative position, climb the ladder of success, build a portfolio and then look forward to retirement.  </p> <p>Unfortunately, that is the path that most take and it’s outdated.  There is always a risk of the unexpected to happen in any of these stages in life.  </p> <p>That’s the bad news.</p> <p>The good news?</p> <p>You can always protect yourself and your family from these risks with the right planning and the right advisor on your side.  </p> <p>In this episode, Joe Delaney of Lifeguard Wealth joins us to discuss how to protect yourself from the unexpected events in life so that you can leave a legacy for your family.      </p> <p>Listen now. </p> <p><strong>Show Highlights Include:</strong></p> <ul> <li>Why having a million dollars net worth is no longer enough and pass onto future generations (3:35)</li> <li>How to protect your legacy with this one critical factor (especially if you have children) (4:30) </li> <li>The hypercritical components of an “End of life plan” that you don’t want to leave out (5:00) </li> <li>The “blind spots” that the middle class have when it comes to protecting their wealth (and how to spot it early on) (5:45)</li> <li>The 3 Key risk factors to protect yourself in case of a disaster (6:55)</li> <li>The little known “asset allocation” secret that most people overlook (8:00)</li> <li>How to pass assets onto your kids without paying taxes using this “free lunch” strategy (10:00)</li> <li>How “FOMO” slashes your net worth (and how to avoid buying into Ponzi schemes) (14:00)</li> </ul> <p>Want to stop doing what you hate? Book a call with Harold Green here: <a href= "https://calendly.com/stop-doing-what-you-hate-intro-call" target= "_blank" rel= "noopener">https://calendly.com/stop-doing-what-you-hate-intro-call</a> </p> <p>Please connect with Joey Delaney here: <a href= "https://lifeguardwealth.com/" target="_blank" rel= "noopener">https://lifeguardwealth.com</a></p>