Episode 91: Protect Your Legacy Roundup
Retire Simply Podcast
English - June 21, 2022 11:00 - 13 minutes - 18.6 MBBusiness Education financialplanning investing personal planning retirement wealthmanagement advisor annuities annuity finance Homepage Download Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 90: Do I Need a Living Trust?
Next Episode: Episode 92: The Tax Surprise that Could Eat You Alive
In this episode, Scott and Angela go over what you need to have in order so you can leave a lasting legacy and estate plan!
Key takeaways:
• Taking Inventory
• Maintaining Your Lifestyle
• Tell them what to do!
• Review your Beneficiaries.
• Do you need professional help?
• Make sure you’re current.