Financial Choices Matter
Episodes
Thursday Nov 21, 2019
Avoiding Critical Estate Planning Mistakes
Thursday Nov 21, 2019
Thursday Nov 21, 2019
There are some people who don’t care at all about leaving a financial legacy, but for those who do, it’s important to eliminate some of the common estate planning mistakes.
Show Notes:
0:56 - In The News: How the stock market might react to the result of the upcoming election
5:27 - Avoiding Critical Estate Planning Mistakes
5:43 - Mistake #1: Not Planning Your Expenses In Retirement
7:17 - Mistake #2: Beneficiary Designations
10:01 - Mistake #3: Not Considering The Tax Implications Of Your Estate
13:25 - Mailbag Question from Helen: "Are there really no tax implications to rolling over the 401 (k)?"
Thursday Nov 07, 2019
It’s Good To Have Awkward Conversations
Thursday Nov 07, 2019
Thursday Nov 07, 2019
Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations.
Show Notes:
0:48 - Story Time: Tax Planning
3:48 - It's Good To Have Awkward Conversations
4:30 - Conversation #1: Death Of A Spouse
6:11 - Conversation #2: Nursing Home Care
8:50 - Conversation #3: Working Longer Than Expected
12:01 - Conversation #4: Legacy Planning
15:21 - Mailbag Question from Kevin: "My employer plans to stop matching 401k contributions..."
18:02 - Mailbag Question from Annie: "Most of my 401k is invested in company stock..."