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Let Your Checklist Be Your Guide

Hosted by: Laura Hawley Special guest: Troy Garcia

September 19, 2018

Host
Laura Hawley – CFP®, Senior Vice President at Allen & Company

Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company

In this episode, we talk Hurricane details and discuss ways to ensure you are prepared for Hurricanes and other Natural Disasters. We also take a look at Homeowners Insurance, discuss the 4th quarter of 2018, take a look back at the goals set for 2018, and do a “year in review” in terms of Spending, Savings, and Investment Performances.

In this episode we cover:

  • Economic Compass (1:20)
  • Portfolio tune-up as we close in on the 4th Quarter (2:18)
  • Homeowners and Business Insurance Premiums and ways to save and use leftover gains (9:00)
  • Steps to being organized and prepared for Hurricane season (14:49)
  • Financial preparedness and how to prepare for the “What if’s” in life (19:57)
  • Planning towards the 4th Quarter of the Financial year (23:37)
  • The Financial Checklist and how to apply it to your Financial future (26:09)

Links From the Show:

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia

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