Your Retirement Elevated Podcast with Scott Dougan
Business:Investing
In part two of our estate planning series, we’re talking with attorneys Chris Gaughan and Casey Connealy about the difference between wills and trusts. Which one should you have, and what are the pros and cons?
Read more and get additional planning resources: https://wp.me/paeENs-aH
Check out part 1: https://wp.me/paeENs-aB
What we discuss on this show:
2:40 – What if you don’t have a will or trust?
5:34 – What is a will?
7:43 – What is a trust?
9:40 – Other reasons to use a trust
12:15 – Divorce protection
13:16 – Protecting children
14:12 – Money management concerns
14:59 – Children with special needs
15:56 – Should I have a will or trust?
19:33 – What do I do next?
21:16 – Contact Chris and Casey
Retirement Questions That Every Generation Should Be Asking
Embracing the Unexpected: 9 Retirement Surprises Unveiled
Conquer FOBO: Making Decisions with Confidence
The Shift from Saving to Spending Money
Practical Strategies for Protecting Retirees Against Scams & Fraud
With Higher Interest Rates, Is “Lazy Money” Still A Concern In 2024?
Peak 65: Preparing for the Largest Retirement Surge Ever
Biggest Changes for Retirement in 2024
Focus on Systems Instead of Resolutions in 2024
The 5 Types of Wealth & Why People Chase Only One at the Cost of Others
The Ultimate Retirement Planning Mixtape
How To Successfully Climb The Retirement Mountain
Latest Updates to Medicare with Cortney Dale
Money Mistakes You’ll Regret and How to Avoid Them
Retirement Planning’s “Hidden” Questions
Building An Estate Plan With No Regrets
Retirement: Ready Or Not, Here It Comes
The 2023 Halftime Report with Mike Sorrentino
5 Key Areas of Your Financial Life
Mastering Retirement Cash Flow: Understanding Changing Expenses
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast