In this episode of Roadmap to Retirement, we are joined by local attorney, Chelsea Sinclair, to talk about Estate Planning! We know it’s not the most exciting topic but still important for you, the listeners, to know about so you can have a plan in place! How prepared for your future are you?

In this episode, you will learn:

Do I need a Will?
What happens to my money after I die
Is it important to have a beneficiary
How does long-term care play a role
How can I protect my assets /retirement assets
Should I be nervous about setting up this meeting with my financial advisor or attorney
What to expect for an estate planning meeting

In this episode of Roadmap to Retirement, we are joined by guest, Jon Sheldon. To hear about Jon’s career in finance and thoughts on the industry, tune in today!

Key Takeaways:

Welcome to the Roadmap to Retirement podcast!

In this episode, you’ll meet Alex! Enjoy listening to his journey as a financial planner, what he does for fun and the reason behind starting this podcast!

What you’ll learn:

To learn more about SixPoint Financial, click HERE for the website.

If you have any comments, questions, concerns, please reach out, we would love to hear from you!

Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, a registered investment advisor. Private Client Services, Six Point Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.