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117 Emergency savings: Planning for the unplannable
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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.
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117 Emergency savings: Planning for the unplannable
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on February 27, 2024 03:34 (
What now? This series will be checked again in the next day. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 284596120 series 2390362
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.
136 에피소드
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