Aug 13, 2026 · 12 min · 9 segments
Host Dana Gordon makes the case that real risk management goes far beyond insurance — covering emergency reserves, debt reduction, diversification, estate planning, and even the health of your…
Dana GordonGuest
Jill ThompsonHost
Today, we're pleased to feature a special segment hosted by one of our own, Dana Gordon.
With more than 30 years of experience in the financial planning industry, Dana has helped individuals and families navigate important financial decisions with wisdom, experience, and trusted advice.
We're excited to have him leading today's conversation Dana, I'll turn it over to you.
And in today's episode, we're going to be talking about protecting your wealth, or what's also known as risk management.
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Today, we're pleased to feature a special segment hosted by one of our own, Dana Gordon.
With more than 30 years of experience in the financial planning industry, Dana has helped individuals and families navigate important financial decisions with wisdom, experience, and trusted advice.
We're excited to have him leading today's conversation Dana, I'll turn it over to you.
And in today's episode, we're going to be talking about protecting your wealth, or what's also known as risk management.
