Listen "The Essential Guide to Estate Planning"
Episode Synopsis
Brigette Engstrom the Founder & CEO of Blue Monarch financial focuses on the critical aspects of estate planning, emphasizing its importance for everyone, regardless of wealth. She discusses the components of a comprehensive estate plan, including wills, healthcare directives, and powers of attorney, and highlights the consequences of not having a plan in place. The discussion also integrates estate planning with retirement planning, stressing the need for a tailored approach to ensure financial security and peace of mind for families. Visit www.bluemonarchfinancial.com for more details, to see upcoming events and to book a complimentary consultation with Brigette Engstrom and the team at Blue Monarch Financial.See omnystudio.com/listener for privacy information.
More episodes of the podcast Retirement Readiness
Why Your Tax Bracket Isn’t What You Think
04/11/2025
Inflation, Income & the Retirement Puzzle
21/10/2025
IRA Rules You Can’t Afford to Ignore
14/10/2025
Retirement’s Hidden Cost: Taxes
30/09/2025
Is Your Retirement Plan Missing Something?
16/09/2025
Is Your 401k Failing You?
26/08/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.