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.
How To Live A Retirement Without Regret
Retirement Constants That Affect Everyone
Why Are You Making Excuses For Sticking With The Wrong Advisor?
3rd & 4th Quarter Planning To-Do List
Protecting Business Assets
How The Proposed SECURE Act Might Damage Your Legacy
What Popular Proverbs Teach Us About Money
Tips & Tools for Meaningful Legacy Planning
Don't Utter These Famous Last Words
Summer Vacation
Lessons From Celebrity Estate Planning Mistakes
Icebreakers: Best Ways To Kickstart The Retirement Conversation
The 5 Most Common “Pain Points” In Your Financial Life
Unique Estate Planning Needs For Farmers & Ranchers
Retirement & Legal Planning - When DIY Works (And When It Doesn't)
Coming Soon - An Introduction To The "Smart, Simple Wealth" Podcast
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