Episode Synopsis "Estate Planning Basics"

What is an Estate Plan & who needs one?

Listen "Estate Planning Basics"

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• Biggest Financial Regrets of 2023 and How to Avoid Them in 2024
• Financial Planning Considerations to Get 2024 Started Right - #2
• Listener Calls
• Financial Planning Considerations to Get 2024 Started Right - #1
• Smart Financial Planning Moves to Make Before Year End - #2
• Smart Financial Planning Moves to Make Before Year End - #1
• Understanding Behavioral Finance to Overcome Financial Bias
• How to Make Your Money Last Your Lifetime
• The Components of Professional Financial Planning
• Tax-smart Charitable Giving
• Using Insurance to Protect Your Net Worth
• Estate Planning Fundamentals: Do's and Don'ts
• Investing: Philosophy and Mechanics
• Investing: How it works, why we do it
• Debunking Retirement Myths
• Financial Wellness
• Important Ages in Financial Planning
• Estate Planning Basics
• Credit 101
• Cash: Where to Park It?
• The Bank Crisis & Investing Myths
• Prioritizing Savings to Grow Your Wealth Fast
• Marriage & Money
• Secure Act 2.0
• Getting Your Finances in Shape for 2023
• Gifting & Charitable Giving
• Year-End Planning
• Signs You Are Being Scammed
• The Role of Insurance in Your Financial Plan
• Weathering the Bear Market
• iBonds & Retirement Rules of Thumb
• College Funding
• Recession Facts & Investing Truths
• Social Security Do-Overs
• 401k Mistakes
• Long-Term Care Planning
• Fun Facts About Bear Markets
• Social Security Benefits
• Capital Gains, Surprise Tax Bills & Spring Cleaning
• Inflation & What to DO About it
• Last Minute Tax Moves & IRA Mechanics
• Reverse Mortgages, Gifting Rules, Roth Conversions & more
• The Best Assets to Inherit
• Estate Planning and Inheritance
• The Psychology of Investing
• Get Your Finances in Shape
• RMDs, Gifting & Charitable Giving
• Retirement Planning Missteps
• Inflation!
• Employee Benefits & Open Enrollment
• The Role of Taxes in Retirement
• Social Security Questions
• College Funding Part II