Ep 80: Are You Flirtin’ with Financial Disaster?
What kind of missteps can put you at risk for financial disaster? What corrections and adjustments can you make now that could save you from a whole bunch of problems later on?
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Ep 54: Do You Need a Trust?
Is a trust something everyone has or just the really wealthy? Do you need it as a part of your estate plan?
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Ep 48: Financial Planning Following the Loss of a Spouse
What happens to your financial plan once one spouse passes away? Is your plan organized and prepared or will the surviving spouse be left with a mess? Let’s talk about all the financial decisions you’ll be faced with during this difficult life event.
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Ep 19: Are You Making These Critical Estate Planning Errors?
Not everyone wants to leave behind a financial legacy, but for those that do, it’s important to eliminate some of the common estate planning mistakes. Today we’ll identify five of those and explain what you need to do to keep your plan on track.
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