• Creating an Estate Plan is Essential.

  • Jul 19 2024
  • Length: 49 mins
  • Podcast

Creating an Estate Plan is Essential. By cover art

Creating an Estate Plan is Essential.

Listen for free

View show details

  • Summary

  • In this conversation, Bruce Weinstein and Tim Travis discuss the importance of estate planning and debunk the world's worst retirement planning advice. They emphasize the need for a comprehensive estate plan, including appointing a trusted trustee and ensuring that your trust owns your business. They also highlight the importance of powers of attorney and caution against leaving a trust as the beneficiary of an IRA or 401k. The conversation then shifts to the topic of bad retirement planning advice, such as assuming you'll spend less in retirement and dipping into your retirement account for emergencies. They also debunk the idea that a specific amount of money is needed for retirement and instead focus on creating a sustainable income plan. They discuss the flaws of the 60-40 stock-bond blueprint and recommend a more flexible approach to asset allocation. They also highlight the importance of experience and a holistic approach when choosing a financial advisor.

    Reach out to Bruce & Tim at (800) 796-9912 or

    https://www.premierswplanning.com/

    https://www.ttvalueinvesting.com/

    See omnystudio.com/listener for privacy information.
    Show more Show less
activate_primeday_promo_in_buybox_DT
Economics
Show more Show less

What listeners say about Creating an Estate Plan is Essential.

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available