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Doxa Takes
Chase Lee, CFA
26 episodes
3 days ago
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.
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Investing
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All content for Doxa Takes is the property of Chase Lee, CFA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.
Show more...
Investing
Business
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Insurance Deep Dive w/ Tony Iannarelli (Ep.21)
Doxa Takes
41 minutes 5 seconds
9 months ago
Insurance Deep Dive w/ Tony Iannarelli (Ep.21)

Chase and David welcome insurance expert Tony Iannarelli, the founder of TIG Financial, a full-service insurance agency known for its innovative approach to client protection. Tony breaks down the essentials of liability coverage, home policies, and the critical decision-making process behind claims. From natural disaster cat claims to everyday protection strategies, he demystifies the complex world of insurance through real-world examples and practical insights. Enjoy!

(4:30) Quick Market Update (6:55) Insurance Primer (10:00) Liability and Deductibles (13:00) A tree fell on my house (18:10) Growth v. Profitability (27:00) Pro Tips (34:00) Natural Disasters / Cat Claims

Nothing we say here is investment advice – we don't know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We're here just chatting and of course you're welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase, David, and Tony and should not be held as representations of their respective firms.

For terms and conditions, please visit our website at ⁠⁠⁠⁠⁠⁠⁠https://doxacap.com/terms-conditions/⁠⁠⁠⁠⁠⁠⁠ Music by ⁠⁠⁠⁠⁠⁠⁠Agent Method

Doxa Takes
Nothing we say here is investment advice – we don’t know your personal situation, your goals, or any other variables that we use to create a unique financial and investment plan for you and your family. We’re here just chatting and of course you’re welcome to reach out to anyone at Doxa Capital if you are interested in a plan that complies with your financial situation. The views expressed are that of Chase & David and should not be held as representations of their respective firms. Past performance is not indicative of future results. Investing involves risks.