Ep 44: Should You Tell Children About Inheritance Plans + Other Listener Questions
The Setup: If your estate plans include leaving behind a money to your children, should you tell them about it ahead of time or make it a surprise? There are arguments for both sides and we’ll share some of our guidance on that topic. Plus, we’ll cover annuities,...Ep 40: Retirement Projections, Diversification & Other Mailbag Questions
The Setup: It’s time to answer your questions once again on the podcast. Today we’ll cover, retirement projections, proper diversification, how much you’ll need for retirement, a surprise inheritance, and working while earning Social Security. [spp-player url...Ep 35: Life Events That Can Change Your Financial Plans
The Setup: Sometimes events happen in life that make it really important for you to carefully assess your financial situation. Today we’ll look at five major life changes and explain why it’s a good reason for a financial review. [spp-player url...
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