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Who You Gonna Call? ... Not Ghostbusters In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement. The dialogue begins with brief commentary on the ongoing Government Shutdown and the potential economic impacts. Next, they dive into the crucial but often overlooked aspect of financial and estate planning. The conversation focuses on organizing your assets and key contacts for life's unexpected moments. From digital accounts and estate documents to everyday service providers and emergency contacts, they explore how a simple "Who to Call" list can make a world of difference for your loved ones. The trio reflects on insights from our recent webinar with Digital Wrangler Kate Huffnagle - check the show notes for a link! Whether you are the one managing the household finances or just want to ensure your family is prepared, this episode is packed with practical advice to help you get organized and stay ready. #FinancialPlanning #EstatePlanning #DigitalLegacy #WealthManagement #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #LegacyPlanning Click the link below to review the recent episode with the Digital Wrangler: https://www.youtube.com/watch?v=hzaB0ubhqPI&list=PLzxw58ckeLybSvPMh2C7 p9dcRTLuyB3N6&index=69 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr
By J. Christopher Boyd4.9
99 ratings
Who You Gonna Call? ... Not Ghostbusters In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and Russ Ball from the AMR team at Wealth Enhancement. The dialogue begins with brief commentary on the ongoing Government Shutdown and the potential economic impacts. Next, they dive into the crucial but often overlooked aspect of financial and estate planning. The conversation focuses on organizing your assets and key contacts for life's unexpected moments. From digital accounts and estate documents to everyday service providers and emergency contacts, they explore how a simple "Who to Call" list can make a world of difference for your loved ones. The trio reflects on insights from our recent webinar with Digital Wrangler Kate Huffnagle - check the show notes for a link! Whether you are the one managing the household finances or just want to ensure your family is prepared, this episode is packed with practical advice to help you get organized and stay ready. #FinancialPlanning #EstatePlanning #DigitalLegacy #WealthManagement #ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance #LegacyPlanning Click the link below to review the recent episode with the Digital Wrangler: https://www.youtube.com/watch?v=hzaB0ubhqPI&list=PLzxw58ckeLybSvPMh2C7 p9dcRTLuyB3N6&index=69 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

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