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The theme this month is planning for your future, and Carla has touched on a variety of ways to set yourself up for financial success (psst go listen to last week’s episode). But, there is a slightly more morbid piece to the financial puzzle that cannot be overlooked. On today’s episode, Carla welcomes tax and estate specialist Doug Carroll to discuss the do’s and don’ts of estate planning. Doug walks listeners through the process and planning of an estate and shares tips to make the experience a little less stressful. Far too many of us put this incredibly important process off until we are older, so tune in to hear how you take care of yourself and your loved ones today, tomorrow, and beyond.
Today’s topics include:
Learn more about Doug Carroll HERE
Register for the 2022 Wealth Webinar - From Estate Planning to Estate Do-ing
Please make sure to rate, review, and follow us for more financial tips, tricks, and tactics. Tandia Financial Credit Union is here to help. Got Feedback? Want to learn more? Head to tandia.com for an experience as unique as you are.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
By Tandia Financial Credit Union5
11 ratings
The theme this month is planning for your future, and Carla has touched on a variety of ways to set yourself up for financial success (psst go listen to last week’s episode). But, there is a slightly more morbid piece to the financial puzzle that cannot be overlooked. On today’s episode, Carla welcomes tax and estate specialist Doug Carroll to discuss the do’s and don’ts of estate planning. Doug walks listeners through the process and planning of an estate and shares tips to make the experience a little less stressful. Far too many of us put this incredibly important process off until we are older, so tune in to hear how you take care of yourself and your loved ones today, tomorrow, and beyond.
Today’s topics include:
Learn more about Doug Carroll HERE
Register for the 2022 Wealth Webinar - From Estate Planning to Estate Do-ing
Please make sure to rate, review, and follow us for more financial tips, tricks, and tactics. Tandia Financial Credit Union is here to help. Got Feedback? Want to learn more? Head to tandia.com for an experience as unique as you are.
See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

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