Ready For Retirement

How Much Umbrella Insurance Coverage Do You Need?

March 28, 2023 James Conole, CFP® Episode 156
Ready For Retirement
How Much Umbrella Insurance Coverage Do You Need?
Show Notes

In this episode of Ready for Retirement, James discusses umbrella insurance coverage and how much you need.

Questions Answered: 

  • How should I think about an Umbrella Insurance Policy (how much)?
  • Understanding how much defense (risk management) is needed
  • How can your overall retirement strategy be improved?

Timestamps:
00:00 - Introduction 
2:30 - Umbrella Insurance 101
3:25 - Home/Auto Policies
5:04 - Insurance Policies Examples
8:50 - Net Worth Value
10:03 - State Exemptions
13:58 - How Much?!
16:33 - Two Examples
19:05 - Working With Us

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