Sign up to save your podcasts
Or
Share The Legacy Planning Show
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
The Legacy Planning Show
The Legacy Planning Show episodes
- Don't Just Plan For The Metaphorical "Hit By A Bus" - Fading Away
It isn't easy talking about death. But it is even harder talking about fading away. Having proper estate documents and planning is key to leaving a legacy, but it is more important when your money has to take care of you when you are one sandwich short of a picnic.
Incremental Incapacitation- Joe's article "Leaving A Legacy, Part Four, The Problems with Incapacitation" - The Financial Enhancement Group (yourlifeafterwork.com)
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
14 min - It Is Never Too Early For Legacy Planning, But It Can Be Too Late
Leaving a legacy is important to many families. However, taking the time and energy to make sure you and your family are taken care of isn't easy to set aside. Unfortunately, you can wait too long, and this can have devastating results.
Grant's article Incapacitation is part of our reality, and you can plan for it. - The Financial Enhancement Group (yourlifeafterwork.com)
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
13 min - Why Family Trustees May Not Be The Way To Go
A conflict of interest anytime a decision is made could benefit or harm the one making the decision. When you name a child or any beneficiary of your estate as the financial trustee, you are putting them in a difficult place – a definite conflict of interest. There is a better solution.
Join Consider This Program for the inside scoop on our legacy strategy. Find more about trusts and trustees on our website, including this segment yourlifeafterwork.com/your-successor-trustee-makes-all-the-difference-in-the-world
Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
14 min - How To Be Charitable NOW vs. After You Are Gone
Feeling compelled to be charitable is a wonderful calling. You want your charity to get the most out of your gift, and we want you to get the biggest bang for your contribution. That "bang" is delivered with strategic tax planning. When should you give and how? Find out on Consider This Program.
Find more information here: yourlifeafterwork.com/making-the-most-of-your-charitable-donations
Call 800-928-4001 or email us at [email protected] to schedule your complimentary Next Steps meeting today.
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
13 min - Coming Back From The Grave - What You Can Do Today To Haunt Your Family Later
Leaving things dangling in the night can cause your family more turmoil than the family ghost. Some things will last longer than you do. They can hurt, help or haunt. What is your strategy? Find out what you need to clean up and cut out of your final documents and estate plan on Consider This Program.
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
14 min - End Of Life Planning
As we age, how should our assets be titled? What do we need to know that we don't know?
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
14 min - Wills, Trusts And Successor Trustees
Who have you named to be in charge of your trust and will? Do they know their responsibilities? Do they have your battle plan to transfer your legacy ready to go?
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
14 min - Preparing For The Death Of A Spouse
Losing a spouse is traumatic emotionally, but it can also be a financial disaster. What things do you need to consider in the next 30 days, six months and next year.
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
14 min - The Most Important Lesson We Never Taught Our Children
We don't get do-overs in life. What should you teach your children about money regardless of their age?
We care for our children. We care about our children. What do you wish you had taught them that you missed?
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
13 min - IRA's Have Changed. Have Your Beneficiaries Or Your Situation Changed?
Insurance companies will tell you most beneficiaries are deceased or incapacitated. Don't wreck your financial legacy. There is a better way.
Connect with Financial Enhancement Group:
Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup
Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits
Visit our website at www.yourlifeafterwork.com
We would love to answer your questions on air!
Give us a call at 800-928-4001 or send them to [email protected]
14 min
About The Legacy Planning Show
From the publisher's feed
Learn how to make the most of your legacy planning strategies with The Legacy Planning Show.
Real, useful information for everyday people that can be translated into daily life and thought.
We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the "Average Joe" to take home and put to use.