EP144 Adulting 101: Insurance for Young Professionals with David Boldovitch
Great customer service and developing client relationships are the cornerstones of any successful business, according to the Principal of Bold Financial, David Boldovitch. A Toronto-based financial advisory firm, Bold Financial focuses on helping business owners and professionals plan for lifelong security. Today David joins the show to discuss insurance and why it is so important when it comes to protecting your family, as well as your wealth.
Listen in as we talk in depth about several different types of insurance that you may want to consider for your family and/or your business. You will learn why it is never advisable to pay premiums with before-tax dollars, how to get affordable insurance, and more.
“When it comes to insurance policies—any kind—I would encourage people to do some homework and get educated.” – David Boldovitch
This Week on Young Money:
- The biggest misconceptions around insurance.
- The importance of critical thinking.
- How David ended up working in insurance.
- What insurance is and the purpose of it.
- The different kinds of insurance you may want to consider.
Key takeaways:
- The benefit of insurance.
- How insurance can protect your family.
- The importance of doing your homework.
- Find someone you trust.
Resources Mentioned:
This episode is powered by the Cash Control Bootcamp:
Entrepreneurs: To start a new venture or take yours to next level requires you to understand the cash flow cycle and how to manage the cash flow in your business. To help you learn those critical skills I have developed the Cash Control Bootcamp. The Cash Control Bootcamp is an introductory live, online group program that empowers entrepreneurs just like you to demystify your business finances and get control of your money so you can sleep better and provide the lifestyle you want for you and your family. The Cash Control Bootcamp – Know Your Numbers, Protect your Business and Grow for the Future, is for you. Register today here. Take back control of your business today!
Connect with David Boldovitch:
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