Wealthy HOMES Podcast Show Notes

Episode 53: Protecting Your Wealth with Josh Cary from JC Insurance

Welcome back to another episode of the Wealthy HOMES Podcast! I'm your host, Connor Bauserman, financial advisor with Preferred Financial Group. In this episode, we’re diving into the often overlooked but crucial aspect of wealth management: protecting your assets. To help unpack this topic, I’m joined by Josh Cary from JC Insurance, who shares invaluable insights on how to safeguard your wealth.

Key Topics Covered:

• Josh Cary’s Journey: Josh shares his background, how he got into the insurance industry, and what sets an independent insurance agent apart from captive agents.
• Insurance Rate Increases: Understand the factors behind rising insurance premiums and how to mitigate their impact.
• Independent Insurance Agents: Discover the benefits of working with an independent agent and how they can provide more customized insurance solutions.
• Wedding Insurance: Explore a unique niche in the insurance market—wedding insurance. Learn what it covers and why it's essential for your big day.
• Saving Money on Insurance: Tips on how to save on home and auto insurance by adjusting deductibles and other strategies.
• Personal Advice for Young Families: Josh shares practical advice on building a solid financial foundation and managing the costs of raising a family.

Guest Information:

• Josh Cary: Independent Insurance Agent at JC Insurance
• Contact Josh:
  • Phone: (616) 777-3013 (Call or Text)
  • Email: jcary@shieldagency.com
  • Website: Wedding Insurance MI
    • https://jcinsurancemi.com/

Where to Find Us:

• Podcast Host: Connor Bauserman
• Preferred Financial Group: Helping young families in Michigan build and protect their wealth.
• Follow Us:
  • Facebook
  • LinkedIn

Don't forget to subscribe, rate, and review the Wealthy HOMES Podcast! Stay tuned for more episodes where we help you build a secure and prosperous future for your family.

Securities & Advisory Services offered through Harbour Investments, Inc. Member SIPC.