When it comes to estate planning, naming your legal guardians for your minor children in the event something happens to you and your spouse is probably one of the hardest, but most important, decisions you’ll make. On today's podcast, we'll cover the 6 critical steps you should follow to select and name the right guardians for kids. We'll also answer Lou's question about being in a different tax bracket in retirement. And we'll have some fun asking Carrie about what kinds of clothing she used to wear that now makes her chuckle.
Episode 56: Retirement Questions That Every Generation Is Asking
Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial Future
Episode 54: Financial Wellness for Women
Episode 53: Tax Efficient Strategies for Smart Wealth Growth
Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax Planning
Episode 51: The Incomplete Financial Plan
Episode 50: Four Ways The SECURE Act 2.0 Might Impact You
Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
Episode 48: 2023 Edition: 10 Point Checklist For Retirement Preparedness
Episode 47: The Retirement Marathon: Finishing The Race
Episode 46: Are You Thankful For The Financial Advice You Receive?
Episode 45: How Procrastination Dooms Your Financial Future
Episode 44: Should You Follow These Popular Retirement Rules of Thumb?
Episode 43: Why Your Retirement Plan Needs A Volatility Buffer
Episode 42: Introducing Attorney Stuart Mathews
Episode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs
Episode 40: The Ins And Outs Of Long-Term Care Planning
Episode 39: Who Even Needs A Financial Advisor?
Episode 38: Do You Have A Money Bias? What’s It Costing You?
Episode 37: End of Year Tax Tips with Jeff Wicker, CPA
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