• Today, what can go wrong when you fail to update your estate plan every few years? I also discuss:
• Is it wise to leave several 401K accounts separate? Or should you roll them over into one?
• Dr. Jeffrey Rosen of Briefing.com joins me to talk about the upcoming jobs report and inflation rates.
• I also talk about what to expect at tomorrow's seminar.

Don't forget to reserve a spot at our seminar tomorrow at Double Tree in Burlingame at 6:30pm. Click HERE to register!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free

Today,  I speak to estate planning attorney Michelle Lerman about retirement planning and how to leave assets to your heirs in the most tax efficient way. Other topics are:

• What is the "sequence of consumption" risk and how it affects you in an inflated market?
• I discuss the importance of knowing your spending floor and ceiling once you retire.
• How adding more small cap stocks will affect global markets.
• Then, I take callers questions about how to leave family money if you life to 100 and annuity killers.

Don't forget to sign up for our seminar at the Double Tree in Burlingame this Thursday, June the 4th at 6:30pm. Click HERE to sign up!

Email your money question to chad@newfocusfinancial.com , or call the show at 1-800-516-1220 from Noon to 1:00 p.m. (PDT)

Call 1-888-762-2423 for Wealth Management and Financial Planning services or visit www.NewFocusFinancial.com.

Commercial-Free