Tue, 30 October 2012
Without proper estate planning, you put your wealth at risk. In this podcast, we discuss why you need to review your estate plan with an attorney every two years, the importance of long-term financial planning projections, and how a will and trust can help protect your family.
Direct download: Estate_planning_tips_attorney_review_gifting.mp3
Category:Estate Planning -- posted at: 3:30pm PDT |
Tue, 30 October 2012
Unexpected events around the world can send shocks through your portfolio, but you can minimize the impact of these events by staying diversified and rebalancing often. In this podcast, we discuss why you need to have emergency cash reserves available during market fluctuations, as well as the importance of asset allocation.
Direct download: Reducing_portfolio_shocks_from_world_events__inflation_etc..mp3
Category:financial planning -- posted at: 3:30pm PDT |
Tue, 30 October 2012
In this podcast, find out why you need to build your emergency reserves, how tax-advantaged accounts like 401(k)s and IRAs can help you plan for retirement, and why you need to find a group of trusted advisors who can work together to help you.
Direct download: Building_a_Financial_Base_The_Truth_about_Money_build_reserves_retirement_fund.mp3
Category:Retirement Planning -- posted at: 2:30pm PDT |