<p>Hats off to the 97 year old who qualified for a 30 year mortgage.  And then there’s the guy who has ¾ of his retirement account invested in Tesla… This week’s podcast talks about trusts – what do they accomplish and when should you consider using one?</p>

Hats off to the 97 year old who qualified for a 30 year mortgage. And then there’s the guy who has ¾ of his retirement account invested in Tesla… This week’s podcast talks about trusts – what do they accomplish and when should you consider using one?

<p>Hats off to the 97 year old who qualified for a 30 year mortgage.&nbsp; And then there’s the guy who has ¾ of his retirement account invested in Tesla… This week’s podcast talks about trusts – what do they accomplish and when should you consider using one?</p>

"Do I Need A Trust?" (Episode 43)

Tune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa.  Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.

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Tune in and find out what is on the minds of two long-practicing, fee-only financial planners – Jay Furst and Certified Financial Planner ™ Cheryl Costa. Cheryl and Jay chat weekly about the markets and a wide range of personal finance topics.

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"Do I Need A Trust?" (Episode 43)

"Do I Need A Trust?" (Episode 43)

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