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Your Estate Plan Needs Attention NOW (9/23/2023)
Manage episode 378026776 series 3083349
Indhold leveret af Alec Kelso and The Real Money Pros. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Alec Kelso and The Real Money Pros 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.
Jeremiah and Nic starts the show with market news – the United Auto Workers' strike, Instacart's IPO, and everything else important you may have missed. The guys move on to talk about the texts and phone calls that we never want to receive... Is your and your family's estate plan updated and where you want it to be? And if you've done those steps already, you may want to update it.
Hosts:
Jeremiah Bates, Financial Advisor
Nic Daniels, BFA™, Financial Advisor
The Real Money Pros
https://www.therealmoneypros.com
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SPONSORS:
Academy Mortgage:
https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor
Lively (HSAs and FSAs)
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Advisor Insurance Solutions:
https://advisorinsurancesolutions.com/
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