In this episode of The Alpha Playbook, Greg and Matt break down one of the most overlooked parts of building wealth: defense.
Because the biggest financial hits don’t usually come from bad investments—they come from things no one planned for. Lawsuits. Injuries. Illness. Unexpected life events.
This is where risk transfer comes in.
You’ll learn how to protect your income, assets, and long-term plan by shifting catastrophic risk off your balance sheet and onto the right structures.
What we cover:
- The real purpose of insurance (and what most people get wrong)
- How much life insurance you actually need and why term is usually the foundation
- Why high earners should have umbrella coverage and how it protects you
- The most overlooked risk in your financial life: your ability to earn income
- How disability insurance fits into your overall plan
- Why long-term care can quietly destroy wealth if ignored
- How to think about protection like a CEO, not a consumer
Key takeaway:
You don’t insure everything—you insure what would ruin you.
If your defense is weak, your offense doesn’t matter. This episode helps you build a financial structure that can actually withstand real-life risk.
⚠️ Disclaimer
Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed.
Information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
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