Blogs & Articles
Dive into our insightful blogs, where we share valuable tips and expert advice on various financial topics.
End of Year Financial Planning For 2023
Join us for a thoughtful episode on end of year financial planning for 2023. Listen in as we discuss optimizing investments, managing RMDs, and more!
Estate Planning Wisdom for Singles with Merrell Bailey Part 2
This is part two of our discussion with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. In this half of the conversation, she will share estate planning wisdom for singles who don’t plan on getting married. Merrell also highlights the importance of proactively planning for your estate by documenting your assets and stating preferences for inheritances and medical care decisions. Listen in to learn how to secure your estate and plan for a comfortable and stress-free retirement!
Estate Planning Wisdom with Merrell Bailey: From Pets to Passwords Part 1
We’re very excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA. Merrell joined us on the podcast earlier this year, and is here to share more of her estate planning wisdom with us today. Listen in as she debunks the misconception that estate planning is only for the ultra-wealthy and explores some of the unique parts of the process, like planning for your pet’s welfare in the event that something happens to you. We also touch on the importance of managing your digital legacy in the age of social media and online assets, offering insights and actionable advice for ensuring your loved ones can access your digital life when you’re no longer around.
Are There Universal Retirement Truths? Part 2
Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. This is part 2 of a 2-part series.
Are There Universal Retirement Truths? Part 1
Retirement is a unique journey for each of us. The thought that there’s a one-size-fits-all solution is a myth, but what if we told you there are certain universal truths that can guide every retiree? Dive deep in this episode, where we juxtapose the individuality of retirement plans with the foundational principles that remain consistent across the board. This is part 1 of a 2-part series.
Building An Estate Plan With No Regrets
Some people don’t care about leaving a financial legacy, but for those who do, it’s important to eliminate some common estate planning mistakes. This episode covers topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. This episode is a great starting point if you want to leave a legacy without regret or legal turmoil.
Recognizing the Telltale Signs: When It’s Time to Change Financial Advisors
When your financial future is at stake, it’s crucial to recognize the warning signs that may indicate it’s time to change your financial advisor. From lacking a comprehensive financial plan to poor communication and failing to address your evolving needs, these red flags can help you make an informed decision.
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 2
We are excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA, for part two of our conversation. In this episode, Merrell discusses the importance of an umbrella policy for asset protection, proper account titling, and the four ways assets transfer after death. Discover when to seek professional help, like a durable power of attorney, and scenarios where a qualified estate attorney’s guidance is invaluable. Listen in as she stresses early planning and the benefits of seeking expert advice for a secure retirement.
Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning, Part 1
Today we are thrilled to be joined by Merrel Bailey, a seasoned estate attorney, CPA, and MBA, who sheds light on the importance of estate planning and asset protection for everyone, not just the wealthy. In part one of this two-part series, she highlights the importance of having your legal documents in place from early adulthood and talks about the role of asset titling in financial planning. She also discusses the role of an umbrella policy, the nuances of a healthcare surrogate, and the importance of a living will. This episode is a must-listen for anyone looking to deepen their understanding of estate planning and asset protection!
Longevity Planning for Retirement: 3 Ways To Rethink Old Age and Retirement
In this week’s episode, we’re delving into the fascinating world of longevity planning for retirement, as we examine a recent study conducted by MIT expert Joseph Coughlin. With longer life spans influencing the retirement landscape, we explore three pivotal questions: How do you ensure continued access to simple pleasures? Who will be your social network during retirement? And how will you address the hidden costs of maintenance in your longevity planning for retirement? Tune in to our podcast episode to explore these critical topics.
Wine Pairing Tips for Beginners & Virtual Wine Tasting Events with Lee Pancake
In this episode, Lee Pancake, General Manager at Tim’s Wine Market, shares insights on wine pairing and virtual wine tastings. He emphasizes the importance of personal preferences and matching wine intensity with dishes. To contact Lee for events or wine education, visit Tim’s Wine Market at timswine.com or Slate Wine & Spirits Academy at slatewineacademy.com.
Key Finance Decisions During Major Life Events
Are you ready to take control of your finances during life’s most pivotal moments? In this episode, we dive into the complex world of financial decision-making during key life events. Whether you’re experiencing the excitement of marriage or the joy of welcoming a new child or facing the challenges of divorce or the loss of a loved one, we’ll provide practical tips and guidance to help you make informed decisions and maintain financial stability.