Welcome to the Joss Brown Podcast!Join us on a journey through the intricate world of financial planning. With over 40 years of combined experience, hosts Dan Joss, Deven Joss, and Michelle Robinson from Joss Brown Wealth Advisors Group, LLC, delve deep into the various facets of financial life. As certified Financial Planning professionals, we cover a wide range of topics, from estate planning, insurance, retirement, and social security to investments and the psychology of money.In this episode, we zoom in on the importance of estate planning. What does it mean to have a well-thought-out estate plan? How can you ensure that your legacy is executed according to your wishes and not dictated by the state? We discuss the significance of wills, the difference between health care and financial power of attorney, and the evolving recommendations around trusts.Estate planning is not just about preparing for the inevitable; it's about ensuring that your financial plans align with your estate plans. Whether you're considering wealth transfer, charitable contributions, or gifting, we touch upon the best strategies to achieve your goals.Stay tuned for our next episode, where we'll be joined by estate planning attorney Trey Parker for an expert's perspective on the subject.Embark on this enlightening journey with us and gain invaluable insights into the world of financial planning and beyond!

Welcome to the Joss Brown Podcast!Dive deep into the world of financial planning with over 40 years of combined experience. Join hosts Dan and Katherine as they discuss your favorite financial topics, concepts, and stories. From personal tales of growing up with financially savvy parents to the importance of diversification and understanding risk, this podcast offers a wealth of knowledge.Hear about the fascinating history of stock market investments, from tales of the Great Depression to modern-day success stories. Learn from the experiences of our hosts: Dan's journey from a paper boy to an MBA and a career in financial planning, and Katherine's insights from her family's real estate ventures and the lessons of passive income.But it's not just about their stories. The Joss Brown Podcast aims to educate its listeners about the intricacies of financial planning and investment management. With both hosts being certified financial planner professionals, you're in for a treat. They'll also bring in experts for deeper dives into specific topics and address questions that clients often ponder.Whether you're a seasoned investor or just starting your financial journey, this podcast promises valuable insights, expert advice, and engaging stories. Tune in for episodes ranging from 5 to 25 minutes, perfect for your daily commute or a quick listen during your break.Join us at Joss Brown Wealth Advisors and let's embark on a journey to financial enlightenment together!