Innovation comes in many areas, and compliance professionals need to not only be ready for it but embrace it. Join Tom Fox, the Voice of Compliance, as he visits with top innovative minds, thinkers, and creators in the award-winning Innovation in Compliance podcast. In this episode, host Tom Fox is joined by Kris Miller, a fellow podcaster, author, and member of the C-Suite, to discuss her extensive background as a financial expert.
Kris shares her journey from starting as a paralegal to becoming a prominent figure in financial education, particularly focusing on living trusts and safe money strategies. She provides valuable insights into how individuals can ‘crash-proof’ their finances using tools like equity index annuities and index universal life policies. Kris underscores the importance of early financial planning and debunks myths surrounding investments, emphasizing the need for safe and sustainable financial practices. She also touches upon the significance of living trusts and asset protection in traditional estate planning. Kris’s mission is to educate millions on healthy money strategies, especially amidst current financial volatility. Kris discusses her podcast ‘Money 9-1-1,’ which covers health, wealth, and peace of mind, and her book ‘Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future.’
Key highlights:
- Mission to Educate on Financial Strategies
- Living Trusts and Asset Protection
- Insurance as an Investment Tool
- Long-Term Health Care Solutions
- Social Media Outreach and Podcast
Resources:
Kris Miller on LinkedIn
Money 9-1-1 Podcast
Ready for PREtirement on Amazon.com
Tom Fox
