Common Estate Planning Mistakes: EDU #2449

The Retirement and IRA Show

Jim Saulnier, CFP® & Chris Stein, CFP®

Business, Investing

2.2 • 673 Ratings

🗓️ 4 December 2024

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

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Summary

Chris is joined by estate planning attorney Shelley Thompson while Jim is traveling. Chris and Shelley discuss common mistakes people make with their Wills.

Transcript

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0:00.0	The retirement and IRA show represents the words and views of the show hosts exclusively and should not be construed as investment legal or tax advice.
0:06.8	All information is believed to be from reliable sources, however, we make no representation as to its completeness or accuracy.
0:11.9	All economic and performance information is historical in nature and is not indicative of any future results.
0:16.4	Any indices mentioned on the show are unmanaged and cannot be invested indirectly.
0:19.8	Diversification and asset allocation strategies do not assure profit or protect against loss.
0:23.7	Never make any investment or financial decisions based on information offered on this show
0:26.8	without first consulting your financial legal or tax advisor.
0:29.6	Financial planning services offered through Jim Solnier and Associates LLC, a registered investment advisor.
0:47.1	This is the retirement and IRA show coming to you from beautiful Northern Colorado.
0:52.7	Join us as certified financial planner Jim Sondier, as well as Colorado State University Finance instructor and certified Certified Financial Planner Chris Stein teach you about IRAs,
0:58.1	borrow-en-case, annuities, Social Security, pension plans, and estate planning in a fun and enjoyable show.
1:05.3	Whether you are listening live in Colorado or streaming from their website or iTunes podcast,
1:10.6	Jim and Chris want you to know that
1:12.3	they're available to help you plan for your retirement. Just visit their website at Jimhelps.com.
1:18.4	That's Jim H-E-L-P-S dot com and click the Meet the Team button on the homepage. Now here's Jim and Chris
1:26.1	with today's show. Well, hello and welcome to the
1:31.4	Retirement and IRA show, EDU edition for this week. So a little curveball today. Jim was
1:37.7	supposed to be joining me from the Sunshine State from Florida. He had some conflicts arise, so he was unavailable.
1:47.8	So we've invited Shelley Thompson back onto the show today.
1:52.4	Shelly's been on the show before.
1:55.2	She's an estate planning attorney out of the Denver area.
1:58.7	And we've been wanting to talk with her about an article that Jim, honestly, he's the
	...

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