The Soundtrack Series podcast

#Music #thesoundtrackseries #Dana Rossi #Tell Us

32:09

Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/advance healthcare directives, and durable powers of attorney — tools that can ensure your wishes are carried out and help your loved ones avoid probate. They also share when to update your documents, how beneficiary designations can override your will, and three simple to-dos to get started without feeling overwhelmed. Then, mortgage and student loans writer Kate Wood joins Sean and Elizabeth to answer a listener’s question about paying a loan back to her parents. They explore how family loans and lending circles work, why it’s important to put agreements in writing (and when notarizing helps), and the impact informal loans can have on your credit. They also weigh different ways to set money aside, comparing high-yield savings accounts with taxable brokerage accounts invested in ETFs and considering timelines, growth potential, and tax trade-offs. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: estate planning, will vs trust, revocable trust, living will, durable power of attorney, healthcare proxy, advance healthcare directive, probate explained, beneficiary designation vs will, update beneficiaries after marriage, how often to update a will, intestate meaning, avoid probate, family loan agreement, lend money to family safely, informal lending, lending circle, saving circle, notarized loan contract, pros and cons of family loans, protect relationships when lending money, credit score and informal loans, high-yield savings accounts, taxable brokerage accounts, ETF basics for beginners, repaying parents for college, fiduciary roles in estate planning, power dynamics of lending to friends, writing a repayment schedule, when to use a trust for minors, and retitling assets into a trust. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com . Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices…

The Soundtrack Series

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Podcast by Dana Rossi

8 episoder

The Soundtrack Series

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updated for 9 år siden

Del

Serier hjem•Feed

Podcast by Dana Rossi

8 episoder

#Music #thesoundtrackseries #Dana Rossi #Tell Us

Alle episoder

The Soundtrack Series

1
Episode #247: Mo Daviau 37:48

for 9 years siden37:48

37:48

Mo is the author of the revered novel Every Anxious Wave--which is the best of everything having to do with music and time travel. Not to worry, we cover all of this--what shows we'd go back and see, what moments in life we'd undo (or redo), and of course, 120 Minutes.

The Soundtrack Series

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Episode #246: Isaac Oliver 30:06

for 9 years siden30:06

30:06

Isaac Oliver is the author of the critically acclaimed memoir (in other words--one of NPR's Best Books of 2015) Intimacy Idiot. So who better to talk to about music in our dating lives--when it's our best friend, when it's our armor, when it's the sorceress that summons the object of our desire. (And when it's the thing that makes us say ridiculous stuff like that.)…

The Soundtrack Series

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Episode #245: Aline Brosh McKenna 23:04

for 10 years siden23:04

23:04

Aline Brosh McKenna is the co-creator of the musical smash Crazy Ex Girlfriend. So we talk about musicals--creating them, being in them, and the times you can't help but live your life by them.

The Soundtrack Series

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Episode #244: Sandi Marx 31:01

for 10 years siden31:01

31:01

Storyteller (and former talent agent) Sandi Marx talks about the time she was--then wasn't--Pat Benetar's ass double, and how sometimes giving up your dreams is the greatest thing ever.

The Soundtrack Series

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Episode #243: Brooke Arnold 37:06

for 10 years siden37:06