Jeffrey Neavor on Building a Financial Plan

Jeffrey Neavor works as a financial advisor after 22 years as a music educator. Jeff has focused on planning for music educators, composers, and freelance creators. Jeff's bands won 14 straight Illinois State Marching Championships, performed at multiple state conventions and festivals, were Presidential Inaugural Parade performers, had numerous BOA Super Regional Finals and Grand National Semifinals placements, performed at National Concert Festival, and received the 2017 Sudler Shield Award.

 

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Band Director turned Financial Advisor Jeffrey Neavor discusses why AND how to build your financial plan.

Topics discussed in this episode

• Music education
• Being a band director
• Transitioning to financial services
• DFY vs DWY
• Building a financial plan
  • Risk management/protecting income
    • Life insurance
    • Long-term care insurance
    • Liability, auto, home, disability insurance
  • 6–12 month emergency account
  • Setting up a business account & pay yourself from it
  • Investing
  • Building a team

Websites:

• jeffreypneavor.mn.com

Email:

• [e-mail]

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This episode was edited by Studio184.