Have you thought about who will handle your estate when you pass? Have you communicated to that person where your important information is? Do they know where to find information about bank accounts, investments, and insurance policies? Are there valuable items you want to pass to a specific person? Do you have special requests for your funeral or burial arrangements? How will your loved ones know all this information?

Listen as Mike discusses the importance of communicating these items to your family before it’s too late. He walks through a helpful home going planning document, which you can download a copy of here.

Have you thought about who will handle your estate when you pass? Have you communicated to that person where your important information is? Do they know where to find information about bank accounts, investments, and insurance policies? Are there valuable items you want to pass to a specific person? Do you have special requests for your funeral or burial arrangements? How will your loved ones know all this information?

Listen as Mike discusses the importance of communicating these items to your family before it’s too late. He walks through a helpful home going planning document, which you can download a copy of here.

Bart Bryant, professional golfer, joins Mike to discuss golf, the “behind the scenes” of the PGA Tour, and what it was like to have Tiger Woods be your runner up!

They also talk about things Bart has learned about money–from the importance of generosity to the value of having a like-minded financial advisor.

 

Video clip played at beginning of the episode can be viewed here.

 

Bart Bryant’s experiences may not be representative of the experience of other clients of Ronald Blue Trust. His experiences are also not indicative of future performance or success.

Bart Bryant, professional golfer, joins Mike to discuss golf, the “behind the scenes” of the PGA Tour, and what it was like to have Tiger Woods be your runner up!

They also talk about things Bart has learned about money–from the importance of generosity to the value of having a like-minded financial advisor.

 

Video clip played at beginning of the episode can be viewed here.

 

Bart Bryant’s experiences may not be representative of the experience of other clients of Ronald Blue Trust. His experiences are also not indicative of future performance or success.

Is that free Social Security analysis I saw advertised really as good as it sounds? Free sounds too good to be true!

What about the spousal benefit for Social Security? How does that work?

What are the implications of drawing before full retirement age?

Eddie Holland, CPA, CFP®, CKA®, and Social Security expert, joins Mike to answer these questions from listeners.

(original air date March 28, 2020)

Is that free Social Security analysis I saw advertised really as good as it sounds? Free sounds too good to be true!

What about the spousal benefit for Social Security? How does that work?

What are the implications of drawing before full retirement age?

Eddie Holland, CPA, CFP®, CKA®, and Social Security expert, joins Mike to answer these questions from listeners.

(original air date March 28, 2020)

Applying for Medicare can be a complicated process. Eddie Holland, CPA, CFP®, CKA®, and Social Security expert, joins Mike to discuss the different types of Medicare, how Medicare can affect your HSA eligibility, when to apply for Medicare, penalties for filing late for Medicare, and potential exemptions from filing for Medicare. They also answer several commonly asked questions about Medicare.

Original air date: March 21, 2020

Applying for Medicare can be a complicated process. Eddie Holland, CPA, CFP®, CKA®, and Social Security expert, joins Mike to discuss the different types of Medicare, how Medicare can affect your HSA eligibility, when to apply for Medicare, penalties for filing late for Medicare, and potential exemptions from filing for Medicare. They also answer several commonly asked questions about Medicare.

Original air date: March 21, 2020

“I saw this great ad the other day! Check out this awesome looking annuity!”

Mike looks at a few annuity offers that listeners have sent in and explains exactly how these products work. The promises you see aren’t always what they seem. He also answers a listener’s questions on taxes.

“I saw this great ad the other day! Check out this awesome looking annuity!”

Mike looks at a few annuity offers that listeners have sent in and explains exactly how these products work. The promises you see aren’t always what they seem. He also answers a listener’s questions on taxes.