We head into the end of the first quarter and the market seems to be calming; for now. The tax deadline is around the corner, expenses continue to rise and the cost for borrowing keeps going up. Due to recent family losses, the discussion around estate planning has become front of mind. We chat about what final wishes look like, naming beneficiaries and when and where you need an attorney to help with the planning process. On the topic of rising costs, we discuss one bill you may not think of when it comes to spending more for the things that are staples in our life.  

#RisingCosts #Inflation #EstatePlan #Will #Trust #Beneficiaries #Attorney #FinancialPlan #Planning 

Host: Constantine J Kitrinos, CPFA 

Co-Host: Sam Gueli 

Website: www.monarchwealthmanagement.com

Credit below for music used in commercials intros/outros etc. 

Intro 

Welcome to the Show by Kevin MacLeod 

Link: https://incompetech.filmmusic.io/song/4614-welcome-to-the-show 

License: https://filmmusic.io/standard-license 

Commercials 

Grand Dark Waltz Allegretto by Kevin MacLeod 

Link: https://filmmusic.io/song/7920-grand-dark-waltz-allegretto 

License: https://filmmusic.io/standard-license 

Valse Gymnopedie by Kevin MacLeod 

Link: https://filmmusic.io/song/7928-valse-gymnopedie 

License: https://filmmusic.io/standard-license 

Disclosure 

On Hold For You by Kevin MacLeod 

Link: https://incompetech.filmmusic.io/song/6928-on-hold-for-you 

License: https://filmmusic.io/standard-license