Holistic Wealth Management Speaking With Steph podcast

2+ y ago 31:06

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Christopher Weber

This week Stephanie Rodin chats with her guest, Christopher Weber. The two chat about how physicians and dentists can best plan for financial success, focusing on income protection, insurance policies, and retirement.

In this episode, we discuss:

Chris’ favorite restaurant in Manhattan
What steps Chris takes to helps protect physicians and dentists
The worries of Chris’ clients, and how he assists them with keeping things balanced
Christopher’s perspective in saving for the compounding curve
Insurance coverage, disability policies, and when to begin your plan
What’s the Big Five?
What happened to MetLife and its policyholders
How to choose the best insurance company for your individual needs
Policy provisions in disability insurance
Umbrella and excess liability policies
How best to plan for financial success in retirement

Christopher Weber works exclusively with physicians and dentists, helping them to make intelligent and informed decisions from residency through retirement. Chris lectures on the importance of proper financial planning at over 50 hospitals throughout the United States. His first step in the planning process focuses on income protection.

Chris has been recognized for his work in this area with multiple industry awards such as the Next Generation Award, Inner Circle Award, as well as being a guest speaker at various events focused on educating other financial advisors. He lives on the Upper West Side in Manhattan, and when he's not working, he's in search of the next best restaurant NYC has to offer.

Chris is series 7, 66, life and health licensed and has the RICP designation-Retirement Income Certified Professional.

Disclosure:

Strategies mentioned may not be suitable for everyone, information expressed may not take into account your specific situation or objectives and is not intended as recommendations appropriate for you.

Website: https://www.strategiesforwealth.com/

LinkedIn: https://www.linkedin.com/company/strategies-for-wealth/

Facebook: https://www.facebook.com/StrategiesforWealth/

YouTube: https://www.youtube.com/channel/UCZKYtw_sYasbaq97aeyewfw/featured

44 episodes