Jan 14, 2024
0It’s Sunday, which means...it’s recap time here on the Retirement Quick Tips Podcast.
This week the theme was: Have You Outgrown Your Estate Plan?
Jan 13, 2024
This week’s question on the Retirement Quick Tips Podcast is: Have You Outgrown Your Estate Plan? I’m talking about scenarios that should necessitate an update to your estate plan.
Today, I’m talking about wealth creep.
Jan 12, 2024
This week’s question on the Retirement Quick Tips Podcast is: Have You Outgrown Your Estate Plan? I’m talking about scenarios that should necessitate an update to your estate plan.
Today, I’m talking about another triggering event that deserves it’s own episode all to itself, because it’s so common and so...
Jan 11, 2024
This week’s question on the Retirement Quick Tips Podcast is: Have You Outgrown Your Estate Plan? I’m talking about scenarios that should necessitate an update to your estate plan.
Yesterday I talked about the 2 most common and most important triggering events that require a review and likely update of your estate...
Jan 10, 2024
01This week’s question on the Retirement Quick Tips Podcast is: Have You Outgrown Your Estate Plan?
Yesterday I talked about how an outdated estate plan poses significant risks, and that to avoid these risks, you should review your estate plan about every 3-5 years.
But that’s in the absence of any triggering...