3 Financial Planning Essentials for Father’s Day

This Father’s Day, give your family something that lasts: financial confidence. In this special episode, David outlines three essential financial steps every dad should prioritize, whether you’re chasing toddlers or preparing for retirement. From building a strong financial base to adjusting your budget as life changes, these timeless moves can help set your family up for long-term independence.

David also unpacks the often-overlooked benefits of life insurance and disability income coverage, plus why having them in place can make a difference when life doesn’t go as planned. He also breaks down the basics of estate planning, from naming guardians to making sure your legacy ends up in the right hands. After all, Fatherhood isn’t just about providing today, it’s about taking those key steps to protect tomorrow.

Here’s some of what we discuss in this episode:

📊 The budgeting mistake retirees often make

📉 The one type of insurance dads often overlook

🧾 Living wills and beneficiary tips

🍼 How young dads can avoid future debt traps

🏠 The estate planning steps some dads forget