Business:Investing
There are a few essential documents that you should have taken care of, so if something were to happen to you, your loved ones aren't guessing on what to do. Brent and Dan run through this checklist and give examples of how helpful this has been for some of their clients.
Contact:
517-783-1695
More Episodes
Ep 21: Four Stages of Money - Your Legacy
2021-01-21
2021-01-21
Ep 18: Four Stages of Money - Accumulation
2020-12-10
2020-12-10
Ep 16: Savvy Social Security Planning
2020-11-05
2020-11-05
Ep 15: How to Pick a College You Can Afford
2020-10-15
2020-10-15
Ep 10: Risk Tolerance
2020-08-06
2020-08-06
Ep 9: The Advisory Process - Protect Phase
2020-07-16
2020-07-16
Ep 8: The Advisory Process - Build Phase
2020-07-02
2020-07-02
Ep 2: Do You Need an Advisor?
2020-06-12
2020-06-12
Get this podcast on your
phone, FREE
Create your
podcast in
minutes
- Full-featured podcast site
- Unlimited storage and bandwidth
- Comprehensive podcast stats
- Integrate with iTunes and Google
store - Make money with your podcast
It is Free
