Smart Money Moves to Make While You're Still Mentally Sharp

01/12/2022 19 min Episodio 17
Smart Money Moves to Make While You're Still Mentally Sharp

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Episode Synopsis

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.As we age, many of us will experience cognitive decline, maybe minor, but perhaps major. On the latest episode of Path to Abundant Living, we’re looking at some ways to potentially safeguard your assets from wealth-destroying mental money mistakes before that time comes. Here’s a look at how to do it!Timecodes:0:06 - Introduction and overview on the topic of the day1:38 - We don't want to think about losing our mental edge 2:47 - These are important conversations to begin having 4:22 - Start planning efforts as early as you can5:50 - The steps people should be considering while they're still mentally sharp7:24 - You should be open about your wishes 10:20 - The formal documents and legal steps you should be considering13:02 - The common mistakes that can be made during this time16:02 - How you can get in touch with Matt and Scott17:30 - Closing remarksConnect with Scott Morrison and Matt Nordmann:WebsiteLinkedIn

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