Episode 12 – A Financial Plan Can Help You Identify and Prepare for Risks – Part Four



There are numerous benefits of having a financial plan. A couple of them include helping you prepare and identify for risks. 

In part four of this mini-series about financial planning, Mike Guarino discusses risk planning, financial analysis, and security in your financial plan.

In this episode, you will learn:

  • What a gap analysis is and how it is used to evaluate risk
  • The benefits of building a term policy at a young age 
  • What transfer on death (TOD) is and how it helps beneficiaries 
  • How a catch-up contribution supports adults after they reach age 50
  • And more!

Tune in to learn how financial planning helps identify risks!

Resources: Guarino Wealth Management