Get Ready with Maxwell Schmitz: Financial Literacy and Disability InsuranceJan 19, 2024
“The most important thing is to make sure that obligations to your family can be met under any circumstances and yes, that’s going to involve adequate insurance. And, it’s more than that, it’s making sure that you’re diligently saving, that you’re building your emergency fund and not living outside of your means.” - Maxwell Schmitz
In this episode of Get Ready, I spoke with Maxwell Schmitz, Maxwell Schmitz, the Insurance Resource for Certified Financial Planners about the importance of disability insurance and what to consider during your employer’s insurance open enrollment.
We also discussed Max’s financial literacy philosophy and his thoughts on financial preparedness.
🎥 Watch this episode below:
🎧 Listen to the podcast below or on your favorite podcast app.
Connect with Maxwell Schmitz:
Website: Yetworth Insurance (here)
Maxwell Schmitz joined DI & LTC Insurance Services as a third-generation DI specialist in the bottom of the recession in 2009. Since then he has developed a specialty in working with CFPs and RIAs to consult and implement proper disability planning for their clients. Max and I also co-authored The Questions and Answers on Disability Insurance Workbook.