Get Ready with Maxwell Schmitz: Financial Literacy and Disability Insurance

“The most important thing is to make sure that obligations to your family can be met under any circumstances and yes, that’s going to involve adequate insurance. And, it’s more than that, it’s making sure that you’re diligently saving, that you’re building your emergency fund and not living outside of your means.” - Maxwell Schmitz

In this episode of Get Ready, I spoke with Maxwell Schmitz, Maxwell Schmitz, the Insurance Resource for Certified Financial Planners about the importance of disability insurance and what to consider during your employer’s insurance open enrollment. We also discussed Max’s financial literacy philosophy and his thoughts on financial preparedness. 

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Connect with Maxwell Schmitz:

LinkedIn: (here)

Website: DI & LTC Insurance Services (here)

Books:

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Maxwell Schmitz

About: Maxwell Schmitz

Maxwell Schmitz joined DI & LTC Insurance Services as a third-generation DI specialist in the bottom of the recession in 2009. Since then he has developed a specialty in working with CFPs and RIAs to consult and implement proper disability planning for their clients. Max and I also co-authored The Questions and Answers on Disability Insurance Workbook.

 

 


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About The GET READY! with Tony Steuer Podcast:

On the GET READY! Podcast, I’ll be catching up with financial literacy advocates to bring you innovative strategies to be financially prepared. Each month, we’ll discuss the Get Ready Financial Calendar action item to maintain your financial first aid kit. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. I’ll also spotlight leading financial literacy advocates and how their content is improving financial education. 

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