Not Your Average Financial Podcast™

Episode 331: [Periodic Table of Abundance] No.2 Money Team, Family Finance and Estate Planning

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In this episode, we ask:

  • Would you like to listen to last week’s series kickoff, Episode 330?
  • Do you share similar lifestyle choices?
  • Do you share similar outcomes?
  • Who is on your side?
  • What does a Certified Public Accountant do?
  • What does an estate planning attorney do?
  • What does an insurance agent do?
  • What does a mortgage broker do?
  • What does a real estate agent do?
  • What does a portfolio manager do?
  • What should we watch out for?
  • Who is on your side of the table, helping you meet your goals?
  • What does a Certified Financial Planner (CFP) do?
  • Who should care the most about your money?
  • What makes building a money team easier?
  • What are some of the characteristics that you want to look for?
  • What core qualities should a money team candidate exhibit?
    • Do they show trustworthiness?
    • Do they act in your best interest?
    • Do they demonstrate good communication skills?
    • Can they explain complex concepts in a way that makes sense?
    • Do they have empathy and understanding?
    • Do they have patience?
    • Do they believe we have agency in our life?
    • Do they have a growth mindset?
    • Are they committed to continuous learning?
    • What are the red flags or things to watch out for?
      • How does it feel working with this person?
      • Do they withhold information?
      • Is there a lack of transparency in their fees or costs?
      • Are they exerting high pressure sales tactics?
      • Are they forcing you to make quick decisions?
      • Are they hard to reach?
      • Are they always available?
      • Do they shame you or intimidate you?
      • Are they offering to “handle it”?
      • Would you like to hear Episode 122?
      • Would you like to hear Episode 159?
      • What about family finance?
      • What about money stress?
      • What about a family cash reserve?
      • What about coordination and resiliency?
      • What about open and honest family conversation?
      • What about the budget?
      • What about playing educational money games?
      • What about celebrating milestones?
      • Would you like to hear an example?
      • Who needs an estate plan?
      • What are your dreams, hopes and desires?
      • What are the key elements of a good estate plan?
      • What about some case studies?
      • Who is involved with you in your money?
      • What are some practical steps to take?

        • The topics presented in this podcast are general information only and not for the purposes of providing legal, accounting or investment advice. On such matters, please consult a professional who knows your specific situation.

         

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