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Future planning is stressful. It requires us to imagine the worst case scenario and create a plan for how we walk our assets to be divided up, who would potentially take care of our children and how much money you’ll leave for your family when you pass.
It’s tough, but necessary.
About Our Guest
Josh Heckathorn is an entrepreneur, investor and nationally recognized expert on credit cards, credit scoring and credit reporting. He holds a B.S. in Management from Brigham Young University’s Marriott School of Business and received an MBA from Seattle University’s Albers School of Business. He lives in Seattle and in his free-time, partakes in ultra-marathons.
What You’ll Learn
In this episode we talk about:
- Why the traditional process of getting a will, life insurance and estate planning inspired Josh to create Tomorrow
- The reasons we put off planning for the future
- How the first vacation away from kids can trigger some serious planning
- Considerations when determining how much insurance you need
- Using the ladder strategy for saving money on life insurance
- An honest conversation on whether you need term vs whole life insurance
Resources
Look into Tomorrow and get a free will
#MoneyWin
Yonelle– “I’ve saved $333! But it’s for 2 people (my bf and I). This also gave me an idea! To have a pot luck with family and then just some gifts for nieces and nephews.” #moneywin
