The Retirement Planning Podcast

Estate Planning - Are You Flirting with Disaster?


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In this episode of the Retirement Planning Podcast, Rich and Steve discuss the importance of estate planning. If you don't have your documents in place and updated, you may be flirting with disaster.

This podcast is for educational purposes only and not intended as financial or legal advice. Please consult with an estate planning attorney for advice on implementing an estate plan.

Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.

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The Retirement Planning PodcastBy Rich Paul, CFP® and Steven Paul, CFP®