Estate and Legacy Planning

15/03/2025 52 min
Estate and Legacy Planning

Listen "Estate and Legacy Planning"

Episode Synopsis

You might think estate, or legacy, planning is just for people with big mansions and even bigger bank accounts but think again. Estate planning is about preparing for life's curveballs, preserving your wishes, and having a plan for you and your loved ones, no matter your bank account size.  So Financial Advisor Chris Mediate and co-host Amy Sharpe talk about why estate and legacy planning are important for everyone, regardless of their financial situation.We know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Christopher and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show!Newsradio 570 WKBN, Saturdays 6 A.MWe know you have plenty on your plate but if you believe you could use a little extra assistance with your financial goals or establish what it is you truly believe makes a great retirement for you.  So give Chris and his team a call to see where your portfolio stands during any market changes, 800-994-1339.  Or visit us online at mediatefinancial.com!Catch us on our local radio show! Newsradio 570 WKBN, Saturdays 6 A.M