Archive for October 2020
Episode 99: Understanding and Implementing Wills & Trusts
Do you have a will or trust? What part do they play in your financial plan? What mistakes do you want to be sure to avoid when setting them up?
Read MoreEpisode 98: Can You Pass This Social Security Quiz?
Are you ready to put your knowledge of Social Security to the test? How does Social Security fit into your retirement plan? Take the quiz on today’s episode.
Read MoreEpisode 97: Can I Claim Ex-Husband’s Social Security Benefits + Other Questions
From Social Security benefits to long-term care coverage to incentivizing your children, we answer four questions from the mailbag today. David shares his advice for these listeners navigating different situations in their financial plan.
Read MoreOctober Is Financial Planning Month
Six areas of personal finance to review. Â When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent opportunity to review those six personal finance areas.1 Cash Management: This is a broad…
Read MoreEpisode 96: Would My Taxes Go Up If Biden Becomes President?
Are your taxes going up if Biden gets elected? David talks through some of the numbers and examples of how his tax plan could impact you.
Read MoreEpisode 95: 3 Things Your Heirs Should Know
You may have spent plenty of time planning for your legacy, but do your heirs know what they need to know? What conversations should you be having with them now?
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