The Wiser Financial Advisor Podcast with Josh Nelson

It's Time to Have "The Talk" (Estate Planning)


Listen Later

This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you might be responsible for as they get older.  It's SO important because without one, family assets could easily end up becoming property of the state, among other reasons. Listen and learn exactly what needs to be in an estate plan. Learn how a Will and an Estate Plan are different and why you absolutely need both. 

A transcript of this episode is provide. Click on 'Transcript' above.
Chapter markers are also included for you. Click on 'View/Chapter' to the right.

Instagram: https://www.instagram.com/keystonefin/
Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651
Contact Josh Nelson: https://www.keystonefinancial.com
Contact Jeremy Busch: https//www.keystonefinancial.com
Podcast Editor: Tim Leaman/[email protected]

...more
View all episodesView all episodes
Download on the App Store

The Wiser Financial Advisor Podcast with Josh NelsonBy Josh Nelson

  • 4.6
  • 4.6
  • 4.6
  • 4.6
  • 4.6

4.6

18 ratings


More shows like The Wiser Financial Advisor Podcast with Josh Nelson

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

228,902 Listeners

WSJ Your Money Briefing by The Wall Street Journal

WSJ Your Money Briefing

1,708 Listeners

The Daily by The New York Times

The Daily

112,401 Listeners