What should we be doing with our money, with our investments, when things are as unpredictable as they’ve been lately? There’s a lot of advice out there — some of it good, some of it bad — and we wanted to speak to someone who knows what he’s talking about to sort it out.

Lyle Benson is president of L.K. Benson & Company in Baltimore and a MACPA member who has been at the forefront of advancing planning services for individuals within the profession. He’s served with the AICPA’s Personal Financial Planning Division Executive Committee, the National Accreditation Committee, the Baltimore Association for Financial Planning, and he is also chair of the Media Task Force of the AICPA's PFP Section. 

He joins us to talk about everything we need to be considering right now: Cash on hand, investments, estate planning, and financial planning — especially as it relates to uncertain and chaotic times like this.

To learn more, and for the complete show notes, visit blionline.org/blog.

Resources:

• www.lkbenson.com
• LinkedIn: www.linkedin.com/in/lyle-benson-b019b25
• Read: "These Aren’t Normal Times. You Still Need a Financial Plan for the Pandemic"
• Read: "Money Lessons From the Pandemic—and the Power of Financial Planning"

Future-Proof is a production of Crate Media