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Setting Up Wills and Trusts | MHFI 147
Doug and Amberly are back to discuss the pros and cons of different types of financial security, such as wills, trusts, and life insurance.
They also talk about why whole life insurance isn't for everyone and explore some unusual scenarios.
Wills vs. trusts
Life insurance
Connect with Amberly Grant!
-
Check out the Econome Conference - Save money using our coupon code MILEHIGHFI. Carl and Doug will be there, so come and hang out.
Join the Mile High FI Club – It’s our email list!
Get MHFi Merch – It helps support the show. Get t-shorts & more
**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won't even make such a claim. You shouldn't take the info as financial, legal, or tax advice. We aren't certified financial planners or advisors. We're not qualified for much. So get advice from professionals.**
Brought To You By:
The Doug Show, aka Affiliate Marketing & Side Hustles
1500 Days, Carl's Blog about Early Retirement
Email us here: [email protected] or [email protected]
0:00 - Intro
6:20 - Amberly's trust fund story
8:32 - Wills vs. Trusts - which is better?
10:24 - How to choose a trustee
14:04 - Benefits of a Trust
15:25 - Doug's situation
16:13 - What could happen to your money when you die
21:09 - Funding your Trust
22:28 - Life Insurance
24:50 - Is Whole Life Insurance worth it?
39:38 - Accelerated death benefits
41:21 - Trusting someone with your life
46:16 - Financial coaching and mentorship with Amberly
View all episodes
By Carl Jensen & Doug Cunnington
4.4
169169 ratings
Doug and Amberly are back to discuss the pros and cons of different types of financial security, such as wills, trusts, and life insurance.
They also talk about why whole life insurance isn't for everyone and explore some unusual scenarios.
Wills vs. trusts
Life insurance
Connect with Amberly Grant!
-
Check out the Econome Conference - Save money using our coupon code MILEHIGHFI. Carl and Doug will be there, so come and hang out.
Join the Mile High FI Club – It’s our email list!
Get MHFi Merch – It helps support the show. Get t-shorts & more
**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won't even make such a claim. You shouldn't take the info as financial, legal, or tax advice. We aren't certified financial planners or advisors. We're not qualified for much. So get advice from professionals.**
Brought To You By:
The Doug Show, aka Affiliate Marketing & Side Hustles
1500 Days, Carl's Blog about Early Retirement
Email us here: [email protected] or [email protected]
0:00 - Intro
6:20 - Amberly's trust fund story
8:32 - Wills vs. Trusts - which is better?
10:24 - How to choose a trustee
14:04 - Benefits of a Trust
15:25 - Doug's situation
16:13 - What could happen to your money when you die
21:09 - Funding your Trust
22:28 - Life Insurance
24:50 - Is Whole Life Insurance worth it?
39:38 - Accelerated death benefits
41:21 - Trusting someone with your life
46:16 - Financial coaching and mentorship with Amberly
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