Episode Synopsis "Questions About Wills? Legacy Planning? Talk To Us!"

Christy Smith, founder of Presley Wealth Management and Matt Kennedy, investment adviser representative, discuss issues that affect your retirement planning and how you can build a plan to help reduce risk and implement wealth accumulation strategies. Learn more at presleywealthmanagement.com and then, if you would like to have a conversation around your specific situation, set up an appointment online at meetwithusnow.com or by calling (225) 791-5773.

Listen "Questions About Wills? Legacy Planning? Talk To Us!"

More episodes of the podcast Your Money Matters

• Navigating The 3 Stages Of Retirement
• Talking Taxes, IRAs, 401Ks
• There's Always Changes - Is Your Retirement Plan Ready?
• Need A Guide For Your Retirement? We Can Help!
• Questions About Wills? Legacy Planning? Talk To Us!
• Is Your Time To Retire Coming Soon? Do You Have A Plan?
• Questions About Retirement Accounts & Tax Impacts
• Do You Know The Retirement Stages Everyone Will Go Through?
• Talking About A Study On Regret / In-Depth Medicare Look
• Have You Done Enough To Retire?
• When It's Time To Talk To An Advisor
• Making Sense of Life Insurance
• Basic Questions For Crafting A Legacy
• Ease The Impact Of Retirement
• Planning For Retirement? Prepare For These Three Stages
• Crafting Your Legacy Plan
• Life Insurance: Let's Talk About It
• Get The Most Out Of Your Retirement Nest Egg
• Behavioral Finance - How Do We Look At Our Money?
• Retirement: Plan For These Stages Now
• Prepare For The 3 Stages Of Retirement
• Are You "Winning The Game" When It Comes To Your Retirement Plan?
• Think You're Ready To Retire? Get Some Clarity!
• Is The SMART Retirement Process Right For You?
• How We Look At Our Money - Exploring Behavorial Finance
• What Are The Steps Everyone Will Go Through In Retirement?
• Clarity In Your Retirement Picture
• Let's Talk Life Insurance
• Having A Legacy Plan
• Behavioral Finance: How We Look At Our Money
• Today's Decisions Can Impact Your Retirement
• Start Planning Now For Your Retirement!
• Life Insurance Questions
• Talking About The Big Questions
• Wait & See Isn't A Good Retirement Strategy
• Ease The Impact of Inflation
• IRA Is An IOU To The IRS
• There Are Challenges In Retirement
• Questions You May Need Answering In Retirement
• Go-Go, Slo-Go & No-Go - The Three Stages Of Retirement
• Planning For Your Retirement Lifestyle
• Take The Next Step In Your Retirement Journey
• The Next 20 To 30 Years Of Your Life
• Make Your Money Work For You!
• Risks For Today's Retirees
• The Stages Everyone Goes Through In Retirement
• Your Lifestyle In Retirement
• Preparing Now For The Unknowns of Retirement
• What You Might Not Know About Your Retirement
• Can I Retire, And When? Questions You Need To Answer
• Let's Talk About Annuities
• Talking About Generation X & Retirement
• Retirement Unknowns
• Retirement Unknowns
• The Go-Go Years, Slow-Go Years and No-Go Years
• Challenges In Retirement: Preparing For The Unknown
• Your Retirement Needs To Diversify
• If You're Going Through Retirement, You're Going To Go Through These Stages
• Diversification In Retirement
• Everyone Will Go Through These 3 Stages Of Retirement
• Special Guest Marty Ruby Joins Christy & Matt
• What The SMART Plan Stands For
• How To Make Your Money Work For You
• The Big Questions Everyone Has In Retirement
• Generation X & Retirement
• What is the SMART Plan from Presley Wealth Manangement?
• Challenges In Retirement & The Big Unknowns
• Gen X & Retirement
• Challenges In Retirement
• Giving You Clarity On The Road To Retirement
• Four Questions You Need Answered For Your Retirement
• Outlining The SMART Plan At Presley Wealth
• Four Big Questions For Your Retirement
• Reviewing The 3 Stages Of Retirement Everyone Will Go Through
• A Lot Of Financial Uncertainty Here & Abroad
• All-Weather Strategies For Any Unexpected Storms In Your Retirement
• How Do You Make Your Money Work For You?
• SMART Plan: Know Where You Are On The Road To Retirement
• The SMART Plan at Presley Wealth Management
• Retirement Toolkit: Three Worlds Of Money
• The Challenges Of Retirement
• 401Ks, IRAs & Your Retirement Plans
• Making Your Money Work For You In Retirement
• The 3 Stages Of Retirement Everyone Goes Through
• Challenges In Retirement
• 401Ks, IRAs & Deferring Taxes
• No Set Time For The Stages Of Retirement
• The Three Worlds Of Money
• The Answers May Change, But The Questions Are Always The Same
• The 3 Worlds Of Money & The Retirement Toolkit
• Big Questions That Everyone Has
• 401Ks, IRAs and Taxes
• Do The Old Rules Of Retirement Make Sense Today?
• What Does Retiring Today Look Like?
• Downsizing In Retirement
• Three Worlds Of Money - Banking, Insurance & Wall St.
• The 60/40 Rule - Does It Still Make Sense?
• The Retirement Toolkit - Confidence & Clarity
• Three Stages Of Retirement Everyone Goes Through
• Financial Planning With 401Ks & IRAs
• Downsizing In Retirement
• An Overview Of The Presley Wealth Management Client Experience
• Reviewing 401Ks and IRAs
• Keys To Comfortable, Confident Retirement
• What You Can Expect Working With Presley Wealth Management
• The Three Worlds Of Money
• 401(K)s and IRAs
• Unique Challenges Women Face In Planning For Retirement
• Retirement: It's Not How Much You Have, It's How Much You'll Need
• The Three Worlds Of Money
• Four Keys To Comfortable, Confident Retirement
• The Five Financial Stages Of Life
• What To Expect When You Make That Call To Presley Wealth Management
• Biggest Retirement Concerns: Inflation, Healthcare, Running Out Of Money
• Looking For Ways To Reduce Your Risk
• Aging & Retirement - When Studies Become Reality
• Breaking Down Tax Impacts From 401Ks and IRAs
• The Exclusive Presley Wealth Retirement Money Map
• Unique Challenges Women Face In Retirement
• Talking The Psychology Of Money
• Going Over The Five Financial Stages Of Life
• The Reality Of Aging & Retirement
• Explaining The Client Experience At Presley Wealth Management
• Examining The Tools In Your Retirement Toolbox
• 401Ks and IRAs
• Retirement On The Horizon For Generation X
• Study Outlines Four Keys To A Comfortable, Confident Retirement
• When You Exit The Rat Race
• The Five Financial Stages Of Life
• Solidify Your Retirement Income, Talking The Psychology Of Money
• Don't Try To Time The Market
• Taking A Look Inside The Retirement Tool Kit
• 401Ks and IRAs
• For Some Gen Xers, Retirement Is On The Horizon
• The Five Financial Stages Of Life
• Study: The 4 Keys To A Comfortable, Confident Retirement
• Let's Talk "The Psychology Of Money"
• Working With Presley Wealth Management
• What You Need To Do Before The End Of The Year
• Let's Talk About Inflation
• The Keys For A Comfortable Retirement
• The 5 Financial Stages Of Life
• Working With Presley Wealth Management - What's It Like?
• Four Keys To A Comfortable Retirement
• Sometimes, Relieving Stress Means Having A Plan
• Coming Up With A Plan & Strategy For Your Retirement
• Building A Sound, Sturdy Financial House
• Let's Talk About Generation X
• The Five Financial Stages Of Life
• How Marginal Gains Can Help Your Overall Plan
• Will Your Money Last As Long As You Do?
• Do You Have A Plan For Retirement - Or Do You Just Have Investments?
• Unfolding The Presley Wealth Retirement Money Map
• Financial Independence In Retirement
• Achieving Your Financial Independence
• You Need To Plan For Retirement Just Like Anything Else
• Helping You Know You'll Be OK In Retirement
• Things Are Always Changing - Can Your Retirement Plan Do The Same?
• The 4 Pillars Every Retirement Plan Needs
• Going Deeper Into What The Future May Hold
• Knowing How To Be Financially Healthy
• Find Out What It's Like To Work With Presley Wealth Management
• Building Your Retirement "Home"
• You Have The Power To Make Changes Now!
• Marginal Gains & Committing To Long-Term Goals
• Make Your Retirement More Than Just Sitting In The Rocking Chair
• The Latest Round Of Stimulus Checks & Child Tax Credits
• The Presley Wealth Retirement Money Map Can Help Answer Your Questions
• Being Ready For Unexpected "Potholes" Of Retirement
• Our Retirement GPS Can Give You The Map You Need
• Big Concerns For Retirees
• All You Need To Know About The Four Pillars
• Lots Of Questions About Lots Of Moving Parts
• The Similarities In Reaching Physical Health & Financial Health
• Paying Tax Now On Your Retirement Future - A Good Idea For You? Get An Analysis
• Start 2021 By Building Your Fiscal Financial House
• 2021 Resolutions - Personal and Financial
• Being Physically Healthy & Financially Healthy
• Talking About The Four Pillars
• Dealing With The Aftermath Of 2020
• Has The Pandemic Changed Your View On Retirement?
• Answering Your Questions With Presley Wealth Management's Money Map
• Building Your Fiscal Financial House
• Election Thoughts With Matt Plus Big Concerns Retirees Have
• Is Your Retirement Plan Properly Diversified Before An Uncertain Election?
• Big Questions You Need To Answer For Your Retirement
• Answering Questions About Your Retirement & The World We Live In
• The Big Unknowns
• The Four Pillars All Retirement Plans Need
• Low Interest Rates: Will They Impact Your Retirement Plan?
• Building Your Fiscal Financial House
• The New Normal Is Nothing New
• Avoid The Potholes Of Retirement
• In Retirement, Slow & Steady Wins The Race
• Retirement: What Are Some Outdated Rules & What Are Some Myths?
• Stress Test Your Retirement With The Presley Wealth Management Money Map
• How The Presley Money Map Can Help You Navigate The Big Unknowns
• A New Normal? Every Decade Is A New Normal! What's Your Money Map Look Like?
• Building Your Fiscal Financial House
• Do "Proven Winners" Exist For Retirement Plans?
• Talking About The Pillars Of Retirement
• Learn About Retirement Myths & Outdated Ideas
• Talking About Our "New Normal"
• When It Comes To Retirement, You Don't Know What You Don't Know
• "New" Normal? Normals Are Always Changing! Are You Prepared?
• Avoid Doubt For Success - Make Sure You Have A Plan!
• Spring Cleaning For Your Financial Home
• Forced Into Retirement Earlier Than Expected
• What Ifs In The World Today
• There's A Lot Of Uncertainty Right Now - How Does That Affect Your Retirement Plans?
• Are You Prepared If You're Forced Into Retirement Early?
• When You're Looking For Advice About Your Financial Future, How Important Is Transparency?
• We're In Uncharted Waters - So What Now?
• Are You Feeling Anxious About Retirement? Also A Special Segment For Small Business Owners
• Do You Have An Investment Plan - Or A Retirement Plan? Get A Financial Checkup!
• It's Easy To Panic In A Crisis, But Don't Put Your Head In The Sand!
• How Does The SECURE Act Impact Your Plans For Retirement?
• How Do Current World Events Affect Your Retirement Plans?
• Preparing For What's Happens To Your Wealth After You're Gone
• Major Risks To Your Retirement
• Hear An Overview Of The Client Experience With Presley Wealth Management
• Do You Have A Backup Plan For Retirement?
• It's Time For A Checkup - A Financial Checkup
• Importance Of Having A Plan Due To The SECURE Act
• Talking About The Future - As A Family
• Learn What It's Like To Be A Client Of Presley Wealth Management
• Women, Money & Retirement
• Financial Moves To Make Before 2020 & Setting A Budget During Retirement
• Planning For The Future As A Family
• Financial Moves You Need To Make Before The End Of The Year
• The Client Experience At Presley Wealth Management
• You Enjoy 5-Star Hotels, Restaurants - Does Your Retirement Plan Reach The Same Level?
• Learn The Financial Moves To Consider Before Years-End
• What's It Like To Work With Presley Wealth Management? Listen To Find Out!
• Questions You Need To Ask About Your Retirement Prep
• 4 Retirement Pillars: Growth, Safety/Protection, Income & Liquidity
• Do You Know The Building Blocks of Retirement?
• Make Sure You Have The Best: A Five-Star Retirement Plan
• Do You Have A Retirement Plan?
• The Importance Of Having A Written Retirement Plan
• How The Presley Wealth Management Money Map Can Help You Prepare For Retirement
• The Most Valuable Assets For Retirement
• Learn About The Four Retirement Pillars And How Much Your Retirement Will Need From Each
• Prepare For The 3 Stages Of Retirement
• Explaining The 5-Star Retirement Plan
• You May Have The Tools, But Do You Have A Retirement Plan?
• The 4 Retirement Pillars
• Building Your Own Retirement Income Plan
• Retirement Is Like Starting Over
• 5-Star Retirement Plan
• Key Components To Wealth Management In Retirement
• 4 Questions You Need To Ask About How Prepared You Are For Retirement
• Breaking Down The Decades of Retirement
• What You Should Focus On When You're Getting Ready For Retirement
• What Happens When The Breadwinner Is Gone? Do You Have A Plan?
• Building Your Own Retirement Income Plan
• Is Your Retirement Plan On Track?
• Why You Need A True Financial Ally For Retirement
• Let's Talk Financial Rollovers
• Retirement Is Not An End - It's Starting Over
• Some Of The Biggest Retirement Myths & Misconceptions
• Creating Your Vision For Retirement
• Helping You Make The Right Decisions At The Right Time
• Retirement Could Last A Long Time - Are You Ready?
• Your Money Matters
• Your Money Matters
• Your Money Matters
• Your Money Matters
• Your Money Matters
• Your Money Matters