On this week’s episode of Untapped Wealth(TM)  TV (formerly NextGenWealth TV), we discuss a crucial but often overlooked part of the 1-page  Financial Plan, insurance.

We discuss all things insurance and why it’s a critical piece of your financial puzzle. 

What is insurance planning?

Simply put, insurance planning is having the right type of insurance for you at a given time. 

Watch this episode to learn: 

  • Life Insurance: Do you even need life insurance?
  • What determines the amount you should have?


    How much should you have?


    What type makes the most sense for you?


    What you need to know about health insurance

  • What is an own occupation and any occupation disability insurance policy

  • Do you really need renters insurance?

Take a listen.

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Have you heard? We have a new private community for women who are ready to uncover their  Untapped Wealth(TM). the xChange is the only private community that will support you to increase your bottom line in just 12 months. 




the xChange is financial and business advisory coaching for committed and ready-for-more women who realize there’s more to life than sitting in a cubicle.

They want to create a 7-figure life but aren’t quite sure how to get from where they are to where they want to be.


The program is completed in 3 phases:


Phase 1: Prepping Your Finances to Go Pro: 

We work together to create a 1-page financial plan and set up all of your financial systems to effortless track and grow your wealth. 


Phase II: Going Pro:

Turn your side-hustle, Freelance career or new business into a profitable full-time income replacing machine by making it F.A.I.L.Proof.


Phase III: Growing Your Wealth by Investing 

a) Investing in the stock market

b) Become a real estate investor and grow your real estate investment portfolio

c). Become an angel investor or micro-angel investor by investing in other companies. 


Is This Right for Me?


If you are a woman and are ready for more and are committed to becoming a millionaire then this program for you. Over the course of 12-months we’ll work together to help you to fully reach your Untapped Wealth(TM).


Do I Need to Own a Business?

No. If you only have an idea for a business or even a product (for example write a book) then this program is for you. We’ll work together from idea to execution. 

How Do I Learn More?

Click on the “Learn More” button to the upper right of this post to get on the waitlist for the xChange, opening in October. 

See you on the floor of the xChange!

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