We're very excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. Merrell joined us on the podcast earlier this year, and is here to share more of her estate planning wisdom with us today. Listen in as she debunks the misconception that estate planning is only for the ultra-wealthy and explores some of the unique parts of the process, like planning for your pet's welfare in the event that something happens to you. We also touch on the importance of managing your digital legacy in the age of social media and online assets, offering insights and actionable advice for ensuring your loved ones can access your digital life when you're no longer around.
Contact:
Website: https://centrusfs.com/podcast/
Call: 800-779-4592
Retirement Potpourri: Fill In The Blank
Don’t Fumble Your Retirement In The Financial Red Zone
Saying Goodbye To 2021
Opportunities For Retirement’s Late Bloomers
Where Financial Advisors Drop The Ball
Tax Consequences: Pros & Cons of Various Account Types
Risk Averse: Explaining The Buzzword
Financial Mistakes Couples Often Make
Out Of Tune Retirement
Mind The Gap
Not Your Father’s Retirement
The Things That Don’t Matter… Until They Do
5 Things You Must Know About Decumulation
Financial Planning In Today‘s Environment
Do Retirees Need Life Insurance?
Are You Flirtin’ With Disaster?
The Family Letter
The Status Of The American Pension Plan
How Women Can Make Sure They’re Involved In Financial Decisions
Retirement Planning For Business Owners
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