Why You Need To Do An End Of The Year Insurance Review

Financial Choices Matter

As we wrap up the whirlwind that was 2024, many of you at home may be reflecting on the past year- both personally and as a whole. While you’re in that reflective mindset, it’s the perfect time to ask: Are your insurance policies still meeting your needs?

Join Charles as he explains the importance of an end-of-year insurance review. Whether it’s life insurance, health insurance, or long-term care insurance, it’s important to stay aware of any updates or adjustments that could impact your policies. You want to make sure that your insurance policies match up with your financial goals!

Plus, we’ll tackle a mailbag question about trying to time the market. Don’t miss this week’s insightful show!

Here’s some of what we discuss in this episode:

0:00 – Intro

0:37 – Life insurance

2:25 – Making sure your insurance matches your legacy goals

3:52 – Long-term care

6:09 – Mailbag: why timing the market is a fool’s gambit

9:23 – Market volatility that could come with a new administration

Contact:

Phone Number: 480-513-1830

Website: https://pelletoncapital.com/

YouTube: https://www.youtube.com/@PelletonCapitalManagement