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The Hidden Risk That Can Wreck Retirement
Season 1 Episode 132
You’ve built up your savings, investments, and retirement plan—but one unexpected claim could derail it all. From out-of-pocket liability to asset protection, the overlap between insurance and wealth management might matter more than you think.
In this episode of Is It Covered?, hosts Bruce and Brian Chapman sit down with a wealth advisor from Pitti Wealth Management to explore how financial planning and insurance go hand in hand. From protecting high-value assets to understanding the ripple effects of uncovered claims, we uncover the hidden risks that can threaten your financial future.
✓ How insurance plays a key role in wealth protection
✓ Why out-of-pocket claims can devastate retirement plans
✓ When umbrella policies and liability coverage become essential
Whether you’re a homeowner, investor, or just planning for the future, this episode reveals how smart insurance choices protect not just your property—but your financial security.
🎧 Listen now—and learn how to keep one claim from derailing your long-term goals.
Have a claim scenario you want us to cover? Email Brian@jdchapmaninc.com
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Published on 8 hours ago