• Property and Casualty Insurance Shopping Guide

  • Jun 7 2024
  • Length: 27 mins
  • Podcast

Property and Casualty Insurance Shopping Guide

  • Summary

  • You’ve probably noticed that your homeowners, auto, and umbrella insurance costs are on the rise. In this episode of 𝙔𝙤𝙪𝙧 𝙈𝙤𝙣𝙚𝙮 𝙈𝙤𝙢𝙚𝙣𝙩𝙪𝙢, CERTIFIED FINANCIAL PLANNER™ Professionals Tom Kennedy and Kevin M. Curley, II offer an insurance shopping guide with strategies for shopping around and lowering your property and casualty insurance costs.

    P & C Shopping Guide
    00:00—Intro
    01:33—Insurance costs on the rise
    03:35—Strategies for saving money on insurance*

    Role Play
    12:39—Alex Rodriguez
    13:53—Singapore shophouses
    16:15—Oaktree Capital
    18:46—Is the yield curve inversion is wrong
    22:52—Recreational drugs for medical treatment

    *Global Wealth Advisors is neither endorsed by nor affiliated with any of the insurance companies mentioned.

    This material has been provided for general informational purposes only and does not constitute either tax or legal advice. Although we go to great lengths to make sure our information is accurate and useful, we recommend you consult a tax preparer, professional tax advisor, or lawyer.

    If you enjoyed this insurance shopping guide, be sure to follow the Your Money Momentum podcast published twice monthly where you listen to your favorite pods or watch our latest video session on YouTube at Your Money Momentum.

    Your Money Momentum podcast is produced by: Pamela Engstrom
    Music by: PWISBY "Ruff"
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