The Legacy Planning Show

The Legacy Planning Show

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The Legacy Planning Show episodes

  • Pt. 2 What happens when you are no longer the right person to make the most critical decisions?

    Have you ever met anyone lost who didn't know they were lost? What happens when it is you? We will use an actual life case study to help you understand the risks you face and how to get ahead of them.

    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
  • Pt. 1 What happens when you are no longer the right person to make the most critical decisions?

    Somebody slipped - weren't quite who they were the day before. Mental, physical, financial, and emotional. What are the first signs to look out for?

    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
  • Successor Trustees - The Obligations And The Liability

    With absolute power comes absolute liability. Learn what it takes to be a successor trustee on Consider This Program.

    Many family members find out, often too late, that they are trustees of an estate. And with this great power comes incredible responsibility and potential liability. And for many of us, this is not a job we were trained to do. We will highlight the trustee's obligations and why you might want to bring a professional on board.

    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
  • Inheritance And The Tax Rules You Need To Make Sure They Know

    We all talk about financial readiness, but are your beneficiaries prepared for what comes next? What do your heirs need to know about your assets and their future? Join us on Consider This Program to find out.

    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
  • Trusts And Trustees Are More Important Than You May Think

    What is a trust, and do you need one? Those are two frequent questions we get asked when working with families. Trusts are powerful estate documents that help care for you when you are still around but do not have all your mental faculties. And they assist in passing on your wishes after you are gone. We will dive deeper into needing a trust 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]

    12 min
  • Why You Should Monitor Your Aging Parents' Finances And How To Do It (with Special Guest Cameron Huddleston)

    If your parents are starting to show signs that they're not as on top of their finances as they used to be, how can you get more involved without looking like you're trying to come in and take over? Expert Cameron Huddleston will join us as she discusses her book, "Mom and Dad, We Need to Talk."

    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]

    28 min
  • Retirement Is A Marathon, Not A Sprint

    It's the final countdown. Will you be ready? Join us on Consider This Program to find out!

    Being ahead at half-time may be encouraging, but the game is far from over. Where will you be financially when the last seconds go off of the clock? Tune into this segment to learn more.

    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
  • Teaching Our Children (No Matter How Old) Good Money Habits

    Set your kids up for financial success in every phase of finance. Learn how on Consider This Program.

    Educating your children on personal finance does not always happen at school. Setting them up for a better financial future starts with understanding the basics. For example, why is it important to save? How do they save? Who is the IRS, and why do they take your money?

    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
  • 5 Critical Elements for Legacy Planning

    Learn how the critical elements of planning need to be used together, and not done in silos.

    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
  • Importance Of A Trust And Trustees

    Estate documents are important. But knowing who your trustee is, and communicating with them about their duty, might matter more.

    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

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Learn how to make the most of your legacy planning strategies with The Legacy Planning Show.