Failure to plan is planning to fail. That’s especially true when it comes to your end-of-life planning. For the majority of the show, Brian and Jeremiah talk about Estate Planning and how to avoid the financial mess that comes with failing to plan for death. They explain the difference between a will and a trust and what all your estate holds. How to bring up the conversation, where to start, and the importance of proper documentation.

 

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

 

The Real Money Pros

https://www.therealmoneypros.com

 

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SPONSORS:

 

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

 

Lively (HSAs and FSAs)

https://livelyme.com/pro

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

 

Apollon Wealth Management:

https://apollonwealthmanagement.com/

 

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

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