Don't Forget The Legacy - July 23, 2023 Retirement 360 podcast

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Retirement 360 Alan Mercurio Podcasting Education

Indhold leveret af Retirement 360 and Alan Mercurio. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Retirement 360 and Alan Mercurio eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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Don't Forget The Legacy - July 23, 2023

1+ y ago 52:05

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Indhold leveret af Retirement 360 and Alan Mercurio. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Retirement 360 and Alan Mercurio eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Today's show takes a look at a recent settlement of the estate of singer Aretha Franklin, who didn't leave a formal will but a jury decided from two handwritten notes which one would act as her final wishes, pitting one of her three sons against the other two. Alan and Troy discuss why legacy planning is important, as well as getting over any trepidations about letting other family members know about your retirement financial plan.

… continue reading

228 episoder

#Retirement 360 #Alan Mercurio #Podcasting Education

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Don't Forget The Legacy - July 23, 2023

18 subscribers

published 1+ y ago

Del

MP3•Episode hjem

Indhold leveret af Retirement 360 and Alan Mercurio. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Retirement 360 and Alan Mercurio eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Today's show takes a look at a recent settlement of the estate of singer Aretha Franklin, who didn't leave a formal will but a jury decided from two handwritten notes which one would act as her final wishes, pitting one of her three sons against the other two. Alan and Troy discuss why legacy planning is important, as well as getting over any trepidations about letting other family members know about your retirement financial plan.

… continue reading

228 episoder

#Retirement 360 #Alan Mercurio #Podcasting Education

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