Property, Sure, but What in the Heck is Casualty?

Podcast: Money & Taxes from Bb to XYZ · Financial Planning Fort Collins

Opublikowano: 2026-05-14

In this episode of Money and Taxes from BB to XYZ, Jason Speciner, CFP®, EA, and Regina Neenan, CFP®, ABFP®, go back to basics on property and casualty insurance: what it covers, why it matters, and how it fits into a broader financial plan. They explain the difference between property and liability protection, common policies like homeowners or renters, auto, and umbrella insurance. The conversation highlights how deductibles, premiums, emergency savings, and coverage limits all work together, and why your Emergency and Future Opportunities Fund (EFOF) should be strong enough to cover deductibles when claims arise. Regina and Jason als...