117 Emergency Savings: Planning For The Unplannable Better Conversations. Better Outcomes. | Presented By BMO Global Asset Management podcast

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MBA Ben D. Jones Emily Larsen with BMO Global Asset Management BMO Trading Business Financial Advisors

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117 Emergency savings: Planning for the unplannable

3+ y ago 32:04

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Indhold leveret af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.

Peter Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses. Plus, he also discusses how his team has developed an after-tax emergency savings plan that starts in the workplace through paycheck deduction.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

… continue reading

136 episoder

#MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Trading #Business #Financial Advisors

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117 Emergency savings: Planning for the unplannable

Better conversations. Better outcomes. | Presented by BMO Global Asset Management

30 subscribers

published 3+ y ago

Del

MP3•Episode hjem

Indhold leveret af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af BMO, Ben D. Jones, and Emily Larsen with BMO Global Asset Management eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

The COVID-19 crisis exposed an already dire problem – families could not come up with money for unexpected expenses, such as replacing a flat tire or repairing a busted pipe. As such, many advisors have been reemphasizing the importance of optionality and financial wellness to help their clients and communities properly prepare for these unpredictable emergencies.

Peter Welsh joins the podcast to discuss the importance of having a dedicated plan in place for dealing with unexpected expenses. Plus, he also discusses how his team has developed an after-tax emergency savings plan that starts in the workplace through paycheck deduction.

For full show notes and links mentioned in this episode, visit http://bmogam.com/betterconversations.

… continue reading

136 episoder

#MBA #Ben D. Jones #Emily Larsen with BMO Global Asset Management #BMO #Trading #Business #Financial Advisors

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