Dec 14, 2018
Confused by your estate plan?
On today's episode I'm making success simple by conversing
with America's #1 Retirement Expert about our Fifth Area of
Concern© in the Keys to Riches© Financial
Philosophy. Retirement Watch editor Bob
Carlson shares his insight into estate planning with some
great tips from his retirement newsletter. He is part of our team
of featured experts from Eagle Financial Publications and we are
going to take a peek into the world of estate planning and how you
can get started protecting yourself today.
Unlock Your Wealth Today and Heather Wagenhals' gives you
MUST-HAVE tools to increase your wealth, reduce stress, get back
your time and live better now.
Who's On:
BOB CARLSON has earned the reputation as
“America’s #1 Retirement Expert” over his 25+ year career offering
retirement, estate and financial planning advice. He holds both a
J.D. and M.S. from the University of Virginia, as well as a B.S.
from Clemson. In addition, Bob currently serves as Chairman of the
Board of Trustees for one of the nation’s largest retirement plans
($2.8 billion in assets). Bob edits
Retirement Watch – his monthly advisory – and its
companion video service,
Retirement Watch Spotlight Series.
What's Shared:
What are some of the more obscure but important estate
planning mistakes?
How can we avoid them?
Are trusts the way to go for estate planning?
What are some trust mistakes?
What are some must have year-end IRA tips we can use
today??
And so much more...
Learn More with Resource Links:
This Week's Key:
Create Credit
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You can hop on the show and directly ask questions!
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Featured Expert Links:
JIM WOODS
DR. MARK SKOUSEN
HILARY KRAMER
BRYAN PERRY
Premium Income
BOB CARLSON
MIKE TURNER
Tags:
retirement, estate planning, Personal finance, investing, ID
theft, wealth, health, wisdom, luxury lifestyle, pleasurable
pursuits, millionaires, keys to riches, money, credit, heather
wagenhals, hilary kramer, mark skousen, bryan perry, bob carlson,
mike turner, jim woods