In this episode, Ed and James are joined by insurance expert, Finny Rajchel, the President of the Finny Rajchel Office of State Farm with over 34 years of experience in the insurance industry. Ed, James, and Finny discuss the importance of evaluating your insurance policies and needs, to make sure they are aligned with your ever-changing financial situation.
Finny explains how insurance companies have changed their policies since COVID, the most important things to look for in a home or auto policy, what is NOT covered by these types of policies, and real-life examples of Umbrella liability insurance. You will learn how to put yourself in a better position when it comes to property & casualty insurance, as well as to make informed decisions that align with your unique situation.
Retirement. Whether we are near or far from it, we have been trained since we were young to keep this goal at the forefront...
In this episode, Ed & James discuss what we can and can’t control relating to the stock market, taxes, social security, and more. You...
What should a financial advisor do for you? In this episode, we break down the key roles of a financial advisor—acting as a master...
