Running an RIA · Podcast

Ep 43: How do I start estate planning? - with Rose Faye

It offers a financial planner's checklist for starting estate planning and flags beneficiary updates after major life events, both common topics in client conversations.

Streams from the publisher’s own feed. Nothing loads until you press play.18 min

On the publisher’s site

Summary

By the running an ria desk

In this episode of Money on Your Mind, host Michael Liersch speaks with financial planner Rose Faye about how people can make progress on estate planning. They discuss why estate planning is important, why many people put it off, and a checklist for getting started. The conversation also covers what plans young adults 18 and older need, updating beneficiaries after major life events, and why estate planning appeals to self-described control freaks.

Rose Faye provides a checklist for making progress on estate planning.
The episode discusses why people delay estate planning and what they can do now to get started.
It covers what plans need to be in place for young adults 18 and older.
It emphasizes updating beneficiaries after major life events.

Similar items

Same topic

Managing Compliance Across the US, UK and Europe \| TowerBrook Capital Partners	PEI Media	6 min	Oct 29
At The Money: Preparing for a Career During in Age of Artificial Intelligence	Masters in Business (Bloomberg)	16 min	Oct 29
Value-Based Pricing And Charging As Much As The Market Will Bear - Kitces & Carl Ep 202	Michael Kitces (Kitces.com)	30 min	Oct 29
Value-Based Pricing for Financial Planning And Charging As Much As The Market Will Bear: Kitces & Carl Ep 202	Kitces & Carl	31 min	Oct 29
Dr. Daniel Crosby - The Psychology of Financial Anxiety: Five Types of Anxious Clients and What Actually Calms Them	Standard Deviations with Dr. Daniel Crosby (Orion)	20 min	Oct 29