Highlights from show aired February 1, 2020.

Nick Stonestreet, CEO of Ronald Blue Trust joins Mike to discuss the importance of not owning too much of any one company’s stock.  Nick and Mike both share stories of actual situations to illustrate the importance of an effectively diversified portfolio.

 

Highlights from show aired February 1, 2020.

Nick Stonestreet, CEO of Ronald Blue Trust joins Mike to discuss the importance of not owning too much of any one company’s stock.  Nick and Mike both share stories of actual situations to illustrate the importance of an effectively diversified portfolio.

 

Is it a good idea to leave specific dollar amounts to my beneficiaries? How do special needs children factor into my estate plan? Mike answers these listener questions and more about estate planning.

Is it a good idea to leave specific dollar amounts to my beneficiaries? How do special needs children factor into my estate plan? Mike answers these listener questions and more about estate planning.

Estate Planning covers a wide range of documents and details. Will your loved ones know how to access your important documents and the funds necessary to take care of your final expenses? Should you hire an estate planning attorney? Is it better to hold your assets in Joint Ownership or just let your assets pass by way of your will or probate? These questions and more are answered on this episode of Talking Money.

Estate Planning covers a wide range of documents and details. Will your loved ones know how to access your important documents and the funds necessary to take care of your final expenses? Should you hire an estate planning attorney? Is it better to hold your assets in Joint Ownership or just let your assets pass by way of your will or probate? These questions and more are answered on this episode of Talking Money.

Part Two of Estate Planning is Much More than a Will

Is your entire estate plan hinged on your will? How much do you expect from your power of attorney? Mike discusses these two common estate planning mistakes and more from an article by Bob Carlson.

Part Two of Estate Planning is Much More than a Will

Is your entire estate plan hinged on your will? How much do you expect from your power of attorney? Mike discusses these two common estate planning mistakes and more from an article by Bob Carlson.

Part One of Estate Planning is Much More than a Will

Do you have an estate plan? What else do you need besides a will? Does someone else know how to access your passwords for digital assets? Mike answers these questions and more on this segment of Talking Money.

Part One of Estate Planning is Much More than a Will

Do you have an estate plan? What else do you need besides a will? Does someone else know how to access your passwords for digital assets? Mike answers these questions and more on this segment of Talking Money.