CentrusFS

The Plan Wise, Retire Free Podcast

What Retirees Should Know About Wills & Trusts

ON THIS EPISODE:

People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.

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Contact – Call: 800-779-4592

More Episodes:

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.

 

Contact:

Website: https://centrusfs.com/podcast/  

Call: 800-779-4592