352. Contingency Planning w/ Mary Beth Simón

Dr. Jeremy Sharp Finances, Podcast Leave a Comment

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Do you have a clear plan in place for your personal and professional lives, if you were to die or otherwise be incapacitated? Me neither! Fortunately there are folks out there to help. My guest today, Mary Beth Simón, has spent years helping clinicians and business owners develop contingency plans. Though our conversation today strays into morbid territory at times, it is SUCH an important topic. Here are a few things we cover:

  • What is a contingency plan?
  • How does it differ from a will or power of attorney?
  • What should you include in your contingency plan?
  • The one thing that keeps most folks from developing a contingency plan

Cool Things Mentioned

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About Mary Beth Simón

Mary Beth guides professionals to create contingency plans that prepare them, their families, and their teams for the unexpected or an extended vacation.

She is the CEO of Niche Partnership Consulting and a national conference speaker.

She believes continuous learning is the fountain of youth and became a certified Les Mills BodyFlow instructor after retiring from 30+ years at Vanguard.

She’s a rescue dog mom and active in her local business community in her free time.

Mary Beth is on a mission to show you how to keep money flowing while you’re away.

Get in touch:

Website: https://nichepartnershipconsulting.net/
Linkedin: https://www.linkedin.com/in/mary-beth-simon-npc/
Youtube: https://www.youtube.com/@marybethsimon4647/
Facebook: https://www.facebook.com/nichepartnership/
Instagram: https://www.instagram.com/nichepartnershipconsulting/

About Dr. Jeremy Sharp

I’m a licensed psychologist and Clinical Director at the Colorado Center for Assessment & Counseling, a private practice that I founded in 2009 and have grown to over 20 clinicians. I earned my undergraduate degree in Experimental Psychology from the University of South Carolina before getting my Master’s and PhD in Counseling Psychology from Colorado State University. These days, I specialize in psychological and neuropsychological evaluation with kids and adolescents.

As the host of the Testing Psychologist Podcast, I provide private practice consulting for psychologists and other mental health professionals who want to start or grow psychological testing services in their practices. I live in Fort Collins, Colorado with my wife (also a therapist) and two young kids.

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