Avoid These 7 Common Estate Planning Mistakes

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.7 • 3.1K Ratings

🗓️ 12 July 2019

⏱️ 50 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Estate planning can seem like a complex undertaking, and not knowing how to approach it can lead to inaction. Lucky for you, you know us! And like any good friend, we are going to let you in on what we know. Pull up a seat as we share how to get your estate plan established well and the common mistakes people make that you won’t after tuning in to this week’s how. For more information, visit: https://www.moneyguy.com/2019/07/estate-planning-mistakes/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	end of life decisions.
0:02.0	So heavy, but yet we all put it off.
0:04.5	So today we're going to talk about seven common
0:07.0	estate planning mistakes.
0:09.2	It's Brian Preston, the money guy,
0:12.2	restoring order to your financial chaos,
0:15.2	retirement, investing, taxing.
0:18.0	You've got financial questions,
0:19.6	he's got financial answers.
0:21.6	It's Brian Preston, the money guy.
0:24.9	Here's what I think is wonderful.
0:26.4	I had no idea.
0:27.3	No, no, no, you did so good.
0:28.6	But here's what's awesome.
0:29.7	You joked, even in pre-show about doing your test takes,
0:32.9	like, yeah, test, test, test.
0:34.7	You literally just screened that intro.
0:36.6	I'm going to apologize for Rebe
0:38.4	because we never get the levels right.
0:40.0	So that was, it was good.
0:41.8	What did it?
0:42.7	Because Rebe came when we were going to turn up the board.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.