5. Insurance, Financial Planning ...
5. Insurance, Financial Planning and BTID with The Risk Advisor

The Seafarer Investor di Seoshin

Note sull'episodio

In this first ever podcast interview, my guest, TheRiskAdvisor, will be talking about what insurance is and how they work. He is a Certified Public Accountant (CPA) and has worked as a risk advisor in one of the big 4 accounting firms in the Philippines before transitioning to another job in a global pharma company and becoming a financial advisor for AXA. We only not talked about insurance but also on how to integrate insurance into your financial planning, the importance of emergency fund first, BTID strategy (Buy term insurance and invest the difference), VUL's bad reputation and so much more. So join in and listen to the interview as I believe it will provide a lot of value as it did for me.

Timestamps from this episode:

  • What lead Aljes Reyes to become a financial advisor as well and why it is an independent choice  ... 

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