3 Financial Planning Essentials for Father’s Day

This Father’s Day, give your family something that lasts: financial confidence. In this special episode, David outlines three essential financial steps every dad should prioritize, whether you’re chasing toddlers or preparing for retirement. From building a strong financial base to adjusting your budget as life changes, these timeless moves can help set your family up for long-term independence.

Here’s some of what we discuss in this episode:

📊 The budgeting mistake retirees often make

📉 The one type of insurance dads often overlook

🧾 Living wills and beneficiary tips

🍼 How young dads can avoid future debt traps

🏠 The estate planning steps some dads forget

 

Check out the Bankrate Insurance Calculator: https://www.bankrate.com/insurance/life-insurance/life-insurance-calculator/ 

 

For additional resources or to contact David, visit us online at http://coveryourassetskc.com or call 913-317-1414.