Round Table | What A Properly Structured Policy Looks Like

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Manage episode 276202566 series 2499406
By By Russ Morgan & Joey Muré, By Russ Morgan, and Joey Muré. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

What would you have done differently after knowing what you know now? We all have this habit of doing things on our own. We only consult an expert after we’ve messed up. Take the question of what’s the best way to design a policy. Clarity is the key. If you understand the problem, the solution will be clear. You have to identify what’s important to you and why, where you’re headed, and how you’re going to get there. Focus on long-term results and be ready to infuse capital. When we talk about owning your journey to financial freedom, it’s best to work with a trusted practitioner to coach and guide you.

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298 episodes