IN THIS EPISODE:

  • Why we all need a personal contingency plan
  • What goes into our plan
  • Analog vs Digital
  • Where to start — the basics

My guest, Mary Beth Simon asked me a hypothetical a few months ago. In the case of an emergency where I didn’t have access to or couldn’t access critical personal documents, how easy would it be for me to direct a friend or a family member to find and collect these documents for me?

I didn’t feel good about my answer. It would not be impossible. But it wouldn’t be easy either. I would have to give a lot of instructions that would likely frustrate the person I’m asking.

Now, that’s assuming I could actually talk and give instructions during this emergency. What if I couldn’t talk? What if I wasn’t able to give directions?

As Mary Beth pointed out, we make a lot of assumptions about what we will be able to do when something goes wrong — that we’ll be able to talk or read, or that we’ll have the time to put all the things in order. But that’s not always the case.

ABOUT MY GUEST:

After 30+ years in corporate financial services, Mary Beth Simon now uses her strategic talents as a keynote speaker and to coach entrepreneurs and individuals on creating their contingency plans to empower their second-in-command to keep business and life flowing smoothly in an emergency.

In this episode, Mary Beth and I talk about who needs a contingency plan, why we need to have one, that no one is “too young” to have a plan together – this has nothing to do with age. And where we should start and the bare minimum that we should have in place.

MENTIONED

Find Mary Beth Simon on LinkedIn
Mary Beth’s free Contingency Planning Kit
Last Pass
Everplans
SentrySafe (fireproof safe) on amazon
Follow Second Breaks on Instagram
Connect with Lou Blaser on LinkedIn


RECENT EPISODES

Subscribe for more midlife goodness in your inbox every Sunday.