Building wealth is something everyone focuses on but focusing on how to keep that wealth and your financial plans on track is something that few focus on.  

You have worked hard for all of this wealth, to see it all go away can hurt. 

In this episode, Aaron Buchner explores the essential concept of “covering your ass” (CYA) in financial planning, offering insights into practical steps you can take to ensure your financial security and stability. 

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From life insurance to emergency funds, Aaron breaks down how these strategies can help you enjoy life now and protect your future. 

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Aaron discusses: 

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• The importance of life insurance in safeguarding your financial plans and supporting your loved ones.
• Critical illness and disability insurance and how they provide a safety net during unforeseen health challenges
• The value of diversification in investments to minimize risk and enhance long-term financial growth
• Why having an emergency fund is crucial and how to effectively manage it for unexpected expenses
• The importance of having a will and naming beneficiaries
• Why you should constantly monitor and rebalance your investments 
• And more!

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Resources:

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Connect with Aaron Buchner: 

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• Website: Prick-Free
• aaron@prickfree.com
• 613-876-9899
• LinkedIn: Aaron Buchner
• Facebook: Aaron - Cactus
• Instagram: @aaron.b.cactus
• Threads: aaron.b.cactus

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