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Ep 41: Dedicated To Sean - What Retirees Should Know About Wills & Trusts

Ep 41: Dedicated To Sean - What Retirees Should Know About Wills & Trusts

| November 11, 2020
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This episode is an important one. It is dedicated to John's longtime friend, Sean, who recently passed after a battle with cancer. John will tell us a little about some of his memories of Sean and why they were so close. We also want to use this as an opportunity to address one of the retirement planning elements that often gets overlooked, estate planning. In particular, we want to address wills and trusts and some of the misunderstandings people often have about them. We’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.

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