We’re covering several important topics today derived from client questions and concerns. Given the relevance of today’s questions, Matt thought you’d like to hear these answers as well. Join us as we touch on the recent events taking place in the financial sector and explore actionable steps that we can take to help set up our heirs for success.
 
On today’s show, here’s some of what you’ll learn:
What’s been in the headlines about bank failures? (4:26)
What’s happening with the debt ceiling and market? (7:25)
Is your estate plan in order? (9:08)

 
Want to contact us?
Website - https://smartmoneyquestions.com/
Email - [email protected]
Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/
        
 
 

Ver todos los episodios