When it comes to leaving behind a financial legacy, not everyone makes it a priority. Those that do, however, need to put an estate plan in place that ensures their assets transfer to the people they choose. Eliminating these common mistakes is an important step in making that happen.
Show notes: https://thefinancialanswer.com/podcasts/critical-estate-planning-mistakes-you-need-to-avoid/
On This Episode:
0:44 – Recapping the Thanksgiving holiday.
1:28 – In the News: The market dipping some over a French digital tax. Here’s Nathan’s reaction.
3:57 – Confidence Corner – let’s talk about estate planning mistakes.
5:36 – We don’t plan for the foreseen expenses – like healthcare.
7:25 – Here’s how these expenses can really impact your estate.
8:28 – Update your beneficiary designations upon the ‘Five Ds’
11:07 – Many people transfer real estate while they’re still alive but that can cause some issues.
14:49 – We often overlook the tax implications that we’ll leave behind.
Lessons From Fly Fishing
Financial Planning and Future Generations
A Curious Email Teaches Us About Dividend-Paying Stocks
Unlikely Wisdom When It Comes to Your Finances
How to Manage the Stress of Retirement
Five Things That Could Ruin Your Retirement Savings
Lazy Money
Questions You Should Be Asking Part 02
Questions You Should Be Asking Part 01
Financial Therapy
Retirement: It Ain't What It Used To Be
Common Complaints About Finances
Bouncing Back
New Year's Resolutions
Stock Market Update: Holiday Hijinx
Common Money Mistakes
Financial Stocking Stuffers
Client Personalities
Moving The Goalposts
Retirement: It Ain't What It Used To Be
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