In this episode of ‘Roadmap to Retirement’, I am joined by Alex Wesdorf to discuss the often-overlooked topic of disability insurance. The conversation covers the importance of disability insurance as part of comprehensive financial planning, contrasting it with life insurance. Alex shares personal stories to highlight the necessity of disability insurance, debunks common myths, and explains the shortcomings of group policies provided by employers. The discussion also includes advice for young financial advisors on specializing in specific areas and the benefits of partnering with experienced mentors. Emphasis is placed on creating a robust financial plan and understanding existing insurance coverages.
Thanks for listening and make sure to come back next week for another episode!
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