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This is the stuff you millionaires in the making need to know to kick start or propel you on your financial fitness journey. Tracey Bissett, Founder of Bissett Financial Fitness and award winning Financial Literacy Champion, gives you the straight goods each week to set yourself up for financial success. As a former executive at TD Bank, one of Canada's Big 5 Banks, Tracey has worked with and in support of thousands of individuals and entrepreneurs to secure the financing they needed.  This hands on experience combined with her formal financial education, Masters of Business Administration and Chartered Financial Analyst designation, position Tracey uniquely to coach all things money. Tracey goes behind-the-scenes of all the money matters with need-to-know tips, money-making demystified, and special power-player interviews. Join us weekly for Financial Fitness Training that will turn even a Cash Couch Potato into a Marathon Money Maker.

Jun 16, 2020

Great customer service and developing client relationships are the cornerstones of any successful business, according to the Principal of Bold Financial, David Boldovitch. A Toronto-based financial advisory firm, Bold Financial focuses on helping business owners and professionals plan for lifelong security. Today David joins the show to discuss insurance and why it is so important when it comes to protecting your family, as well as your wealth.

Listen in as we talk in depth about several different types of insurance that you may want to consider for your family and/or your business. You will learn why it is never advisable to pay premiums with before-tax dollars, how to get affordable insurance, and more.

When it comes to insurance policies—any kind—I would encourage people to do some homework and get educated.” - David Boldovitch

This Week on Young Money:

  • The biggest misconceptions around insurance.
  • The importance of critical thinking.
  • How David ended up working in insurance.
  • What insurance is and the purpose of it.
  • The different kinds of insurance you may want to consider.

Key takeaways:

  1. The benefit of insurance.
  2. How insurance can protect your family.
  3. The importance of doing your homework.
  4. Find someone you trust.

Resources Mentioned:

This episode is powered by the Cash Control Bootcamp:

Entrepreneurs: To start a new venture or take yours to next level requires you to understand the cash flow cycle and how to manage the cash flow in your business. To help you learn those critical skills I have developed the Cash Control Bootcamp. The Cash Control Bootcamp is an introductory live, online group program that empowers entrepreneurs just like you to demystify your business finances and get control of your money so you can sleep better and provide the lifestyle you want for you and your family. The Cash Control Bootcamp - Know Your Numbers, Protect your Business and Grow for the Future, is for you. Register today here. Take back control of your business today!

Connect with David Boldovitch:

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