Estate planning mistakes, Trusts, Plus Year-end IRA Contributions featuring Bob Carlson

14/12/2018 33 min Temporada 2 Episodio 8
Estate planning mistakes, Trusts, Plus Year-end IRA Contributions featuring Bob Carlson

Listen "Estate planning mistakes, Trusts, Plus Year-end IRA Contributions featuring Bob Carlson"

Episode Synopsis

Confused by your estate plan? On today's episode I'm making success simple by conversing with America's #1 Retirement Expert about our Fifth Area of Concern© in the Keys to Riches© Financial Philosophy. Retirement Watch editor Bob Carlson shares his insight into estate planning with some great tips from his retirement newsletter. He is part of our team of featured experts from Eagle Financial Publications and we are going to take a peek into the world of estate planning and how you can get started protecting yourself today.   Unlock Your Wealth Today and Heather Wagenhals' gives you MUST-HAVE tools to increase your wealth, reduce stress, get back your time and live better now.   Who's On:   BOB CARLSON has earned the reputation as "America's #1 Retirement Expert" over his 25+ year career offering retirement, estate and financial planning advice. He holds both a J.D. and M.S. from the University of Virginia, as well as a B.S. from Clemson. In addition, Bob currently serves as Chairman of the Board of Trustees for one of the nation's largest retirement plans ($2.8 billion in assets). Bob edits Retirement Watch – his monthly advisory – and its companion video service, Retirement Watch Spotlight Series.   What's Shared:   What are some of the more obscure but important estate planning mistakes?   How can we avoid them?   Are trusts the way to go for estate planning?   What are some trust mistakes?   What are some must have year-end IRA tips we can use today??   And so much more...     Learn More with Resource Links:   MoneyCreditAndYou.com   UnlockYourWealth.com   SevenSellingSecrets.com   JimWoodsInvesting.com   This Week's Key:   Create Credit   Join us Mondays at 9AM Pacific for our Unlock Your Wealth LIVE show at our Facebook fan page at https://www.facebook.com/UnlockYourWealthTV/ You can hop on the show and directly ask questions!   Special Offers:   Get your FREE book from our sponsor Audible at AudibleTrial.com/UnlockYourWealth and click on the link to choose from over 150,000 titles for your iPhone, Android, Kindle or MP3 Player!   Join us on Instagram ( http://Instagram.com/UnlockYourWealth ) Wednesdays at 7:30 PM Eastern where Heather shares her mid-week update! also follow @unlockyourwealth so you always know every time Heather does the new broadcast. For free tools and resources, give Heather an inbox message after each show for the complimentary resource she offers. FREE is GOOD! Do it now!   Featured Expert Links:   JIM WOODS Successful Investing Intelligence Report Fast Money Alert JimWoodsInvesting.com   DR. MARK SKOUSEN Forecasts & Strategies TNT Trader Five Star Trader High-Income Alert   HILARY KRAMER GameChangers Value Authority High Octane Trader Turbo Trader   BRYAN PERRY Cash Machine Premium Income Quick Income Trader Instant Income Trader Hi-Tech Trader   BOB CARLSON Retirement Watch Retirement Watch Spotlight Series   MIKE TURNER TurnerTrends Tools Signal Investor Quick Hit Trader   Tags: retirement, estate planning, Personal finance, investing, ID theft, wealth, health, wisdom, luxury lifestyle, pleasurable pursuits, millionaires, keys to riches, money, credit, heather wagenhals, hilary kramer, mark skousen, bryan perry, bob carlson, mike turner, jim woods