"Cash reserve is the foundation of a home"

"You can't borrow for retirement, but you can for college"

In this episode, Joey Loss interviews James Bryan, a seasoned CFP®, to discuss essential financial planning pillars for young families. They cover topics from emergency reserves and insurance to estate planning and investment strategies, providing practical advice to set families up for long-term success.

Key Topics:

• 00:00 Introduction to James Bryan and episode overview
• 02:12 The importance of emergency reserves and how much to keep
• 06:12 Where to keep your high-yield savings for accessibility and growth
• 07:58 Prioritizing savings: retirement vs. college funding
• 12:06 Adjusting savings as family needs grow
• 16:55 The critical role of life and disability insurance
• 27:52 Estate planning essentials for young families
• 34:54 The significance of investment decisions and long-term planning

This podcast is brought to you by Joey Loss, CFP®, Adam Van Wie, CFP®, and Strivus Wealth Partners. Through Strivus, Joey and Adam provide financial planning and investment management services to clients across the country from their home base in Jacksonville Beach, Florida.

You can find show notes and transcript of the conversations here: Strivus Wealth - Wealth Unplugged.

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