Retire With Ryan
201 episodes - English - Latest episode: 6 days ago -If you’re 55 and older and thinking about retirement, then this is the only retirement podcast you need. From tax planning to managing your investment portfolio, we cover the issues you should be thinking about as you develop your financial plan for retirement. Your host, Ryan Morrissey, is a Fee-Only CERTIFIED FINANCIAL PLANNER TM who lives and breathes retirement planning. He’ll be bringing you stories and real life examples of how to set yourself up for a successful retirement.
Homepage Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
5 Things to Know About the Debt Ceiling, #150
May 24, 2023 07:00 - 16 minutes - 13.2 MBIn January of 2023, the United States reached its debt ceiling, sparking concerns that we could default on our debts as early as June 1st. To navigate the debt ceiling crisis, I’m sharing five insights to help you understand what the debt ceiling is, what happens if that limit is breached, how the debt ceiling affects your retirement funds, and the risks of timing the market. You will want to hear this episode if you are interested in... What is the debt ceiling? [2:37] What happens if ...
What to Do With Old Series EE Savings Bonds, #149
May 17, 2023 07:00 - 19 minutes - 16.1 MBSeries EE savings bonds have been around for over three decades. Many of you either own them or have owned them in the past. On this episode, I’m answering a listener’s question about whether Series EE bonds are still a good investment. We’ll dive into what they are, how they differ from I bonds, and what to do (if anything) with old EE bonds. You will want to hear this episode if you are interested in... What are Series EE savings bonds? [2:37] Examining the difference between Series E...
Is Collecting Social Security at 62 Right For You?, #148
May 10, 2023 07:00 - 12 minutes - 10.2 MBWhen is the right time to start collecting Social Security? Many clients and listeners ask me if they should collect benefits as soon as they can at age 62. On this episode, I’m discussing five things you should consider before collecting Social Security to set you up for retirement success. You will want to hear this episode if you are interested in... Understanding key dates and ages for Social Security [1:53] Are you working? [3:40] Are you married? [6:53] How is your health? [8...
Do I Need to Enroll in Medicare at Age 65?, #147
May 03, 2023 07:00 - 10 minutes - 8.9 MBThere can be a lot of confusion around enrolling in Medicare. Many of my clients believe they HAVE to enroll once they turn 65, but that is not necessarily the case. On this episode, I’m clearing things up by going over five questions you should ask before enrolling in Medicare at age 65. You will want to hear this episode if you are interested in... Do you have credible coverage? [2:50] Are you enrolled in a high-deductible health plan? [3:51] Will Medicare save you money? [4:34] I...
5 Reasons to Break Up With Your Big Bank, #146
April 26, 2023 07:00 - 14 minutes - 11.7 MBIn celebration of Financial Literacy Month this April, I want to discuss how to get the most out of your banking experience. On this episode, we’re talking about compound interest and how your big bank could stop you from benefiting from this simple financial literacy concept. As well as recommended alternatives to keep your money safe and working for you. You will want to hear this episode if you are interested in... What is compound interest? [1:58] Why Big Banks aren’t the most bang ...
Is Your Money With TD Ameritrade and Charles Schwab Safe?, #145
April 19, 2023 07:00 - 9 minutes - 8.21 MBThe Silicon Valley Bank collapse has many listeners worried about the health of other banks like Charles Schwab and TD Ameritrade. On this episode, I want to address the safety concerns you and others may have about your investment accounts with TD Ameritrade and Charles Schwab. You will want to hear this episode if you are interested in... Comparing Silicon Valley Bank and Charles Schwab [1:27] Identifying the safeguards that protect your money [4:53] Exploring past worst-case scenar...
5 Reasons To Write Your Will Now, #144
April 12, 2023 07:00 - 11 minutes - 9.31 MBThe process of writing a will can feel scary, overwhelming, and time-consuming. Studies show that 50 to 60% of Americans do not have one. However, creating a will is the cornerstone of every estate plan. On this episode, I’m going to give you five reasons why you should write your will now and the best ways to get started. You will want to hear this episode if you are interested in... Why you need a will if you’re charitably inclined [2:11] Maintaining control through a will [2:48] Ta...
How Women Can Build a Better Relationship With Money with Brie Williams, #143
April 05, 2023 07:00 - 27 minutes - 22.4 MBWomen have come a long way in terms of owning their financial power. That’s not to say there aren’t still challenges or wage discrepancies, but globally women are poised to take center stage as their earning potential grows. On this episode, I am joined by Brie Williams to discuss tips and strategies for women to build a better relationship with money, achieve their financial goals, and prepare for a successful retirement. You will want to hear this episode if you are interested in... Get...
7 Ways to Lower Your Income and Avoid the IRMAA Medicare Surcharge, #142
March 29, 2023 07:00 - 15 minutes - 12.4 MBThe last thing retirees on a fixed income want is expensive monthly healthcare costs. If you’re not careful, you could unintentionally trigger higher Medicare Part B and D premiums through an IRMAA surcharge. On this episode, I’m going to show you how to lower your Medicare costs by lowering your taxable income. You will want to hear this episode if you are interested in... Understanding MAGI limits [2:01] The IRMAA appeals process [5:44] Reducing your taxable income through generosit...
What the Silicon Valley Bank Collapse Means for Your Retirement Funds, #141
March 22, 2023 07:00 - 13 minutes - 11.4 MBThe second-largest bank collapse in US history occurred on March 10th, 2023 at Silicon Valley Bank. Two days later, Signature Bank experienced the third-largest collapse. In the wake of these financial shockwaves, people are concerned about the impact of these events on their retirement funds. On this episode, I’m breaking down how banks default, what happened with SVB and Signature Bank, and how you can protect your money from failing banks. You will want to hear this episode if you are i...
3 Ways to Get a Do-Over on Social Security, #140
March 15, 2023 07:00 - 9 minutes - 7.96 MBDo you need a redo on your Social Security? If you started collecting your benefits too early or spent the money too quickly: fear not! Your retirement isn’t ruined. On this episode, I’m answering a listener question and discussing three ways you can have a do-over with your Social Security benefits. You will want to hear this episode if you are interested in... Can you get a Social Security do-over?[1:34] The power of delayed benefits [3:01] How to get a lump sum Social Security payo...
Living a Healthy Retirement With Nancy Schwartz, #139
March 08, 2023 08:00 - 25 minutes - 20.8 MBHealthy finances are only one side of retirement planning. Healthy living also needs to be a priority for every retiree. On this episode, I sit down with Nancy Schwartz of Envision Healthy Retirement to discuss how to live a healthy lifestyle in retirement, get the most out of a post-career world, and create a lasting legacy. You will want to hear this episode if you are interested in... How Nancy got involved with retirement health and the importance of good sleep [1:17] Redefining pur...
What Is an Accredited Investor?, #138
March 01, 2023 08:00 - 10 minutes - 8.42 MBOver the last year, I’ve heard a lot of buzz about using alternative investments to boost portfolios. However, most people don’t know you need to be an accredited investor to take advantage of these opportunities. On this episode, I’m breaking down alternative investments, how to become an accredited investor, and my personal thoughts on investing outside normal investment accounts. You will want to hear this episode if you are interested in... What is an alternative investment? [0:54] ...
Can the Government Decide to Tax Roth Accounts?, #137
February 22, 2023 08:00 - 12 minutes - 10.3 MBCan the Government Decide to Tax Roth Accounts?, #137 Listeners of the show know I love utilizing Roth accounts for retirement savings when it makes sense for the given situation. But one listener is concerned that the government will decide to start taxing Roth distributions after years of building up their Roth 401k. On this episode, I’ll give you my take on the taxability of Roth accounts as well as helpful retirement savings information for those who use them. You will want to hear t...
Are I Bonds Still Worth It, #136
February 15, 2023 08:00 - 14 minutes - 12.1 MBI bonds were one of the hottest investments of 2022. But lower interest rates have one listener wondering if they are still worth a spot in her portfolio? On this episode, I’ll break down what I bonds are, why they took off in 2022, if they are still worth it in 2023, and potential investment alternatives. You will want to hear this episode if you are interested in... What is an I Bond? [1:40] Why I bonds were one of the hottest investments of 2022 [3:50] The benefits and restrictions...
7 Steps to Eliminating Your Credit Card Debt, #135
February 08, 2023 08:00 - 12 minutes - 10.2 MBThe most important rule for using credit cards is to pay them off regularly and avoid carrying a balance to avoid paying the usual high-interest rates. Unfortunately, many Americans don’t follow this rule and struggle to pay off growing credit card debt. On this episode, I'm going to cover seven steps to eliminating credit card debt once and for all. You will want to hear this episode if you are interested in... Understanding the American credit card debt problem [0:54] The first steps...
7 Credit Card Rules to Live By, #134
February 01, 2023 08:00 - 14 minutes - 11.8 MBIn a perfect world, none of us would use credit cards. We would only use cash or debit cards to pay for things, and we wouldn't spend more than we can afford. While this is definitely an option, using credit cards is a necessity for many people. On this episode, I'm going to cover seven credit card rules to live by so you can utilize them responsibly and to their full potential. You will want to hear this episode if you are interested in... Why you should always make your credit card paym...
9 Ways the Secure Act 2.0 Can Impact Your Retirement, #133
January 25, 2023 08:00 - 12 minutes - 10.1 MBAt the end of 2022, Congress passed The Secure Act 2.0. Originally ratified in 2019, this new version introduces even more changes to the ways Americans save for retirement. On this episode, I'm going to cover nine ways The New Secure Act 2.0 will impact current and future retirees. You will want to hear this episode if you are interested in... Changes to required minimum distributions [1:48] Higher catch-up contributions in 2025 [3:42] Receiving vested matching contributions to Roth...
6 Market Predictions For 2023, #132
January 18, 2023 08:00 - 16 minutes - 13.8 MBHindsight is always 20/20. However, I thought it would be fun to give my market predictions for 2023 at the beginning of the year to see how close I can get. On this episode, I’m going to share six market predictions for 2023 along with historical and financial analysis to support my take. You will want to hear this episode if you are interested in... Will the S&P 500 make a comeback? [1:53] Which will outperform: Growth or value stocks? [4:20] Large cap or small cap stocks? [6:54] ...
5 Ways to Automate Your Retirement Savings, #131
January 11, 2023 08:00 - 13 minutes - 11.2 MBWe are more likely to spend when we have money in our pockets. That’s why automating the process of saving for retirement is a great way to achieve your financial goals. On this episode, I’m going to share five ways you can automate your retirement savings this year and stay on track for years to come. You will want to hear this episode if you are interested in... Are you automatically saving? [1:29] Automated savings through an HSA [3:27] Using a Roth IRA for automated savings [5:58]...
Medigap or Medicare Advantage Plans, Which is Better?, #130
January 04, 2023 08:00 - 10 minutes - 8.99 MBThe path towards healthcare coverage in retirement starts with enrolling in Medicare Part A and B. However, it’s only the first step! Signing up for supplemental coverage will save you from out-of-pocket costs beyond the cost of Medicare Part B. On this episode, I’m going to cover Medigap and Medicare Advantage plans, their pros and cons, and how to decide which plan is best for you. You will want to hear this episode if you are interested in... Understanding Medicare and supplemental cov...
5 Ways to Get the Most From the Connecticut Higher Education Trust (CHET Plan), #129
December 28, 2022 08:00 - 16 minutes - 13.3 MBA great year-end tax strategy for Connecticut residents is a contribution to the Connecticut Higher Education Trust, also known as the CHET Plan. If you’re preparing to send someone to school, this is an excellent way to save while receiving deductions and creating tax-deferred growth. On this episode, learn five ways to get the most out of contributing to CHET accounts or other qualifying 529 plans. You will want to hear this episode if you are interested in... Making your first contribu...
3 Reasons to Open an HSA Account in 2023, #128
December 21, 2022 08:00 - 18 minutes - 15 MBAs we close out 2022, I want to ensure you're setting yourself up for success in 2023. A great way to do that while helping you save for retirement is opening a Health Savings Account (HSA). On this episode, I'm going to break down the three reasons why opening an HSA is a smart retirement planning move and how to choose the right HSA provider. You will want to hear this episode if you are interested in... Why an HSA is different than any other retirement account [1:43] Investing with a...
When Should I Collect My Social Security Survivor Benefit and Other Listener Questions, #127
December 14, 2022 08:00 - 11 minutes - 9.19 MBMany listeners have submitted questions for the podcast. On this week’s episode, I’m going to answer a few! We’ll dive into the logistics of collecting Social Security survivor benefits and the best ways to maximize your benefits in the event of a spouse's passing. I’ll also discuss how to change financial advisors without selling funds and the benefits of tax-loss harvesting. You will want to hear this episode if you are interested in... Collecting Social Security survivor benefits [...
5 Ways to Lower Your Electric Bill, #126
December 07, 2022 08:00 - 16 minutes - 13.3 MBEnergy costs have risen substantially over the past year. However, there are certain things that you can do to lower your energy usage. Some with little to no effort at all! On this episode, I’m going to cover five things that you can do to specifically lower your electric bill and save hundreds of dollars a year. You will want to hear this episode if you are interested in... Shopping for a better supplier rate [2:17] Requesting a home energy audit [8:53] Upgrading to a smart thermost...
7 Year-End Tax Moves to Consider for 2022, #125
November 30, 2022 08:00 - 16 minutes - 13.5 MB7 Year-End Tax Moves to Consider for 2022, #125 The end of 2022 is quickly approaching! This means time is running out to take advantage of money-saving tax breaks. On this episode, I’ll highlight seven year-end tax moves to consider before the ball drops on December 31st. Don’t miss these invaluable tax tips that could make 2022 your best fiscal year yet! You will want to hear this episode if you are interested in... Contribute to a traditional IRA [1:12] Contribute to a state-sponso...
4 Ways To Locate An Old 401K or Retirement Plan, #124
November 23, 2022 08:00 - 10 minutes - 8.92 MBDo you have old retirement plans or 401ks that you've lost track of, but you're not sure where you can find and gain access to those accounts? On this week's episode, I'm going to cover four ways you can locate those old retirement plans and discuss how to put them to their best use. You will want to hear this episode if you are interested in... The three places your old retirement account money could be [1:49] Using your social security number [3:35] Searching unclaimed property data...
Getting the Most From Your College Investment with Beth Probst, #123
November 16, 2022 08:00 - 33 minutes - 27.4 MBSimultaneously saving for retirement and your child’s college education requires delicate and intentional planning. You want to ensure you and your student will get a quality return on the sizable investment you’re making. On this episode, I sit down with educational planning expert Beth Probst of At The Core to discuss the rising costs of college tuition, setting up high school seniors for success, and the tool she created to help college-bound students get the most out of higher education....
Investing in Rental Properties for Extra Income with Dustin Heiner, #122
November 09, 2022 08:00 - 35 minutes - 28.9 MBThe secret to anyone’s life is cash flow. But what if that cash could flow into your bank account through passive income? On this episode, I’m joined by Dustin Heiner of Master Passive Income to discuss investing in real estate through rental properties. We’ll discuss his real estate investment journey, obtaining financing for rental properties, and the best ways to manage those properties. You will want to hear this episode if you are interested in... Getting to know Dustin Heiner and ho...
Using a Reverse Mortgage for Retirement Income with Mitch Cooper, #121
November 02, 2022 07:00 - 25 minutes - 20.5 MBHousing is the number one cost and chief concern for people in retirement. What if you could use the equity in your home to generate income and put your mind at ease? On this week’s episode, join me for a conversation with Mutual of Omaha’s Mitch Cooper to discuss reverse mortgages. We’ll dissect the pros and cons and give you the information you need to decide if a reverse mortgage makes sense for your retirement. You will want to hear this episode if you are interested in... Who is elig...
Social Security and Medicare 2023 Cost Of Living Adjustment, #120
October 26, 2022 07:00 - 13 minutes - 11.1 MBThere’s a new cost of living adjustment for both Social Security benefits and Medicare! But what does it mean? And how will these changes impact your retirement? On this week's episode, I'm going to address the recent announcement from Social Security regarding the 2023 cost of living adjustment and answer a listener's question on signing up for Medicare while using COBRA insurance. You will want to hear this episode if you are interested in... How Social Security cost of living adjustmen...
7 Easy Steps to Protect Yourself From Getting Hacked, #119
October 19, 2022 07:00 - 15 minutes - 12.4 MBHave you ever gotten a suspicious text or email that felt real and didn’t know what to do? When was the last time you changed your online bank account password? In honor of Cybersecurity Awareness Month, I thought it would be the perfect time to talk about the seven steps you can take to protect yourself from becoming a victim of cybercrime. You will want to hear this episode if you are interested in... Are your passwords strong enough? [2:57] Who is managing your passwords? [4:14] T...
10 Interview Questions to Ask When Hiring a Financial Advisor, #118
October 12, 2022 07:00 - 16 minutes - 13.6 MBDespite our industry's best efforts to protect investors from scams and bad recommendations, good people are being taken advantage of every day by shady financial advisors. On this episode, I’m going to address the 10 questions you need to ask any financial advisor you want to hire or are currently working with and give you my answers so that you stay protected from financial predators. You will want to hear this episode if you are interested in... Are you a fiduciary and a fee-only firm...
How To Lower Your Income Taxes With Tax-Loss Harvesting, #117
October 05, 2022 07:00 - 10 minutes - 8.73 MBWouldn’t it be nice if every investment was a winner? While not every investment will make you money, there are strategies to help you make the most of a loss. On this episode, I’m going to show you the dos and don’ts of tax-loss harvesting so you can lower your income taxes and soften potential losses in the market. You will want to hear this episode if you are interested in... What is tax-loss harvesting [1:10] Examples of tax-loss harvesting [2:30] Four things to be aware of when d...
7 Best Short-Term Investments To Grow Your Money, #116
September 28, 2022 07:00 - 17 minutes - 13.9 MBWith the Federal Reserve aggressively raising interest rates, it’s a great time to consider your options for short-term investments. Whether you have liquid cash or you’re a conservative investor, this episode is for you! Join me as I dive into the seven best short-term investments you can make to grow your money and save for retirement. You will want to hear this episode if you are interested in... Exploring money market accounts for short-term investing [2:22] The benefits of a one-ye...
5 Best Long-Term Investments to Grow Your Money, #115
September 21, 2022 07:00 - 13 minutes - 11.3 MBLong-term investments are a great way to help you save for retirement and add stability to your future. With so many options available, you need to know which investments are worth the time and resources you will ultimately put into them. On this episode, I’m going to discuss the five best long-term investments to help grow your money and set you up for retirement success. You will want to hear this episode if you are interested in... Reviewing why index funds are great investments [1:56]...
2 Ways to Benefit From the New Student Loan Forgiveness Program, #114
September 14, 2022 07:00 - 12 minutes - 10 MBEveryone is buzzing about the newly passed student loan relief program. The measure is estimated to help up to 43 million federal loan borrowers who will qualify for this debt relief. On this episode, I’ll go over the program and how it works, how to qualify, and the different ways you could potentially reduce your student loans. You will want to hear this episode if you are interested in... How much of my student loan debt can be forgiven? [2:17] Qualifying for student loan forgiveness...
What Is the Difference Between an Index Fund and an ETF?, #113
September 07, 2022 07:00 - 15 minutes - 12.7 MBInvesting can be complicated and confusing. With so many investment strategies out there, it’s important to find the one that best works for your portfolio. On this episode, I’m going to discuss the difference between index funds and an ETF, their pros and cons, and how to determine which one is right for you. You will want to hear this episode if you are interested in... Defining index funds and ETFs [1:36] Differentiating between index funds and ETFs [5:19] Deciding which investment...
7 Investments to Avoid in Retirement, #112
August 31, 2022 07:00 - 13 minutes - 11.1 MBIn over 20 years of working with clients, I’ve seen people choose bad investments that have negatively impacted their ability to save for retirement. Don’t let that be you! On this episode, I’m going to take a look at seven investments that every retiree should try to avoid and the alternative investments that are more likely to lead towards successful saving. You will want to hear this episode if you are interested in... Is this life insurance product a waste of money? [1:47] Don’t fal...
7 Ways To Cut Your Monthly Bills, #111
August 24, 2022 07:00 - 14 minutes - 11.8 MBThose in retirement often live on a fixed income. That’s why evaluating recurring expenses while planning for retirement is an excellent way to set you up for success. On this episode, I’m going to share seven easy and effective ways to cut costs and lower your overall monthly bills. If you want to learn how to decrease your electricity bill, save on groceries, and cancel unused subscriptions, this one is for you! You will want to hear this episode if you are interested in... Changing you...
3 Ways to Determine How Much Life Insurance You Need, #110
August 17, 2022 07:00 - 14 minutes - 11.9 MBOwning a life insurance policy isn’t just a good idea, it’s a necessary measure to ensure that the family you leave behind is taken care of. But how much life insurance do you actually need? On this episode, I’m going to discuss three different methods for determining the amount of life insurance you need and the best strategy for making that purchase. You will want to hear this episode if you are interested in... The simplest methods for determining how much life insurance you need [1:36...
3 Reasons Not to Purchase Employer Supplemental Life Insurance, #109
August 10, 2022 07:00 - 13 minutes - 11.1 MBWhether you're onboarding at a new job, or simply reviewing your existing benefits, you might be thinking about buying supplemental life insurance through your employer. On this episode, I’ll go over the three reasons why you should NOT purchase employer supplemental life insurance and the benefits of getting an individual life insurance policy. You will want to hear this episode if you are interested in... Exploring employer life insurance options [1:25] Three reasons to stay away fro...
5 Retirement Mistakes to Avoid, #108
August 03, 2022 07:00 - 18 minutes - 15.4 MBPlanning for retirement can be a complex process. There are so many things to do that it’s easy to forget common pitfalls to a successful retirement strategy. On this episode, I’m going to go over the Top 5 Retirement mistakes that I see regularly, how to avoid them, and resources to make sure you’re on the right track. You will want to hear this episode if you are interested in... Are you paying too much in taxes? [1:31] How soon is too soon to collect social security? [8:04] Do yo...
Are Fixed Annuities or Individual Bonds a Better Choice for Retirement Funds?, #107
July 27, 2022 07:00 - 14 minutes - 12.2 MBDue to a recent rise in interest rates, annuities are experiencing record sales. This boom has listeners curious about whether to purchase hot ticket annuities or individual bonds. If you’re considering buying a fixed annuity, I want to give you the pros and cons of fixed income investments, as well as potential alternatives to help you make the best decision for your retirement portfolio. You will want to hear this episode if you are interested in... The pros and cons of fixed annuities ...
How Small Business Owners Can Save Money on a New Vehicle Purchase, #106
July 20, 2022 07:00 - 10 minutes - 8.72 MBIf you’re a small business owner and are potentially in the market for a new vehicle, this episode is for you! Join me as I discuss potential vehicle write-off strategies that you can only take advantage of in 2022, the logistics of writing off a vehicle for small business use, and other ways vehicles can keep your tax dollars in your pocket. You will want to hear this episode if you are interested in... Can I write off the purchase of a vehicle as a small business owner? [1:23] The log...
Closing Social Security Spousal Benefit Loopholes, #105
July 13, 2022 07:00 - 13 minutes - 11.2 MBIn 2015, Congress passed the Budget Reconciliation Act, which eliminated a few common loopholes used to get retirement-age couples additional spousal benefits. However, if you’re between the ages of 68 and 70, some of these strategies may still apply! On this episode, I’ll break down these strategies and help you take advantage of the free money available to you. You will want to hear this episode if you are interested in... Am I eligible for spousal benefits? [2:44] Applying for spousa...
5 Tips for Dealing With a Bear Market, #104
July 06, 2022 07:00 - 14 minutes - 11.6 MBIn light of the recent stock market decline, many people are wondering what they should do (if anything) to survive the bear market. On this episode, I’m going to give you five tips to help weather the financial storm in your portfolio. Get ready to explore the history of bear markets and time-tested strategies used to come out on top during market declines. You will want to hear this episode if you are interested in... What is a bear market? [1:18] The importance of knowing your asse...
Redefining Your Purpose In Retirement with Wendy Green, #103
June 29, 2022 07:00 - 19 minutes - 15.8 MBThe usual focus of this podcast is the financial side of retirement. Equally important is knowing what retirement will actually be like. On this episode, I sit down with retirement coach and podcaster Wendy Green to discuss the logistics of retired life, retiree time management, and finding your purpose outside the workplace. You will want to hear this episode if you are interested in... Getting to know Wendy Green [1:31] Retirement surprises and making the most of your third act [3:23...
Simplifying the Probate Process with Probate Judge Edward C. Burt Jr. (Part 2), #102
June 22, 2022 07:00 - 19 minutes - 15.9 MBThis week, I’m continuing my discussion about the probate process with Judge Edward C. Burt Jr. (aka Ned). We’ll dive into what happens if someone dies without a will, the specifics of the full probate process, establishing the authenticity of wills, and Ned’s final tips for making probate as simple as possible. You will want to hear this episode if you are interested in... What happens if I die without a will? [3:36] Diving deeper into the probate process [6:23] How do I file a will?...
Simplifying the Probate Process with Probate Judge Edward C. Burt Jr. (Part 1), #101
June 15, 2022 07:00 - 18 minutes - 14.8 MBIs Probate a difficult and expensive process? Is there any way to avoid it altogether? If you’re diving into estate planning and have questions about Probate, this episode is for you! I’m joined by special guest Judge Edward C. Burt Jr. (aka Ned) who has served as a Probate Judge for the last 10 years. We’ll discuss common misconceptions about Probate and strategies to make it as simple as possible. You will want to hear this episode if you are interested in... Getting to know Ned and his...