We often talk to our clients about the four wealth activation pillars: Grow, Protect, Give, and Live. In this episode, we dive into the basics of the Protect pillar and the more modern, cutting-edge, and riskier elements we believe need to be considered. Joining the conversation today is Rod Finnegan, the owner of Vetinsure – an independent insurance agency working exclusively within the veterinary industry.

You can find show notes and more at: https://bit.ly/4a09XFi

Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.