Common Estate Planning Mistakes: EDU #2449
December 4, 2024
Chris is joined by estate planning attorney Shelley Thompson while Jim is traveling. Chris and Shelley discuss common mistakes people make with their Wills. https://media.blubrry.com/the_retirement_and_ira_show/s3.us-east-1.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E49.mp3 Podcast: Play in new window | Download (Duration: 1:06:40 — 30.5MB) Subscribe:...
Listen NowEstate Planning Special Edition: EDU #2439
September 25, 2024
Jim and Chris welcome back Estate Planning Attorney, Shelly Thompson in this special EDU edition turned Q&A… (8:30) A listener asks how to find a reputable estate lawyer and if there are any books Shelly recommends for learning more about Living Trusts. (20:00) George wonders what the best practice is for making funds available to an executor that in not named as an account...
Listen NowEstate Planning 101: EDU #2429
July 17, 2024
Jim and Chris welcome Estate Planning Attorney, Shelly Thompson to discuss the basics of estate planning. https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y24E29.mp3 Podcast: Play in new window | Download (Duration: 1:26:32 — 39.6MB) Subscribe:...
Listen NowCommon Financial Power Of Attorney Mistakes: EDU #2330
July 26, 2023
Jim and Chris sit down to discuss a couple of common mistakes attorneys see in financial powers of attorney (POA). https://media.blubrry.com/the_retirement_and_ira_show/s3.amazonaws.com/TheRetirementandIRAShow/RAIRA-Show-EDU-Y23E30.mp3 Podcast: Play in new window | Download (Duration: 1:08:25 — 31.3MB) Subscribe:...
Listen NowSocial Security, Estate Planning, Roth Conversions and Retirement Planning: Q&A #2236
September 3, 2022
Jim and Chris sit down to discuss listener questions relating to Social Security, estate planning, Roth conversions, life insurance, and retirement planning. (8:30) A Floridian listener asks about his spouses Social Security benefit amount. (18:45) A Texan listener wonders how to determine his adjusted PIA amount to determine his age 70 benefit. (24:45) George in North Carolina remarks about the...
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