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352. Contingency Planning w/ Mary Beth Simón

Published 3 years, 5 months ago
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Do you have a clear plan in place for your personal and professional lives, if you were to die or otherwise be incapacitated? Me neither! Fortunately there are folks out there to help. My guest today, Mary Beth Simón, has spent years helping clinicians and business owners develop contingency plans. Though our conversation today strays into morbid territory at times, it is SUCH an important topic. Here are a few things we cover:

  • What is a contingency plan?
  • How does it differ from a will or power of attorney?
  • What should you include in your contingency plan?
  • The one thing that keeps most folks from developing a contingency plan

Cool Things Mentioned

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About Mary Beth Simón

Mary Beth guides professionals to create contingency plans that prepare them, their families, and their teams for the unexpected or an extended vacation.

She is the CEO of Niche Partnership Consulting and a national conference speaker.

She believes continuous learning is the fountain of youth and became a certified Les Mills BodyFlow instructor after retiring from 30+ years at Vanguard.

She’s a rescue dog mom and active in her local business community in her free time.

Mary Beth is on a mission to show you how to keep money flowing while you’re away.

Get in touch:

Website: https://nichepartnershipconsulting.net/
Linkedin: https://www.linkedin.com/in/mary-beth-simon-npc/
Youtube: https://www.youtube.com/@marybethsimon4647/
Facebook: https://www.facebook.com/nichepartnership/
Instagram: <

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