by Lance Roberts
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| Here is an encore presentation of the April 10, 2021 "Financial Spring Cleaning" episode of Candid Coffee, direct from the kitchen tables of Richard Rosso, CFP, RIA Advisors' Director of Financial Planning, and Senior Advisor, Danny Ratliff, CFP. Richard and Danny identify the financial dust bunnies lurking in your money management habits...the primary areas are couples' communication and financial organizational issues: * Women are becoming more engaged in couples' finances * Desgination of Guardians for minor children * Designation of Executors of Wills * The Importance of an Estate Plan * Talk to your kids about money * Proper titling of accounts * Setting up Trusts * Double-checking beneficiaries on accounts, policies * Who knows where your stuff is? * What about those passwords & logins?? * How do the bills get paid? * Preparing for Social Security upon your demise * Documents shredding * How often should documents be reviewed? * Understanding New Legislation * Converting Retirement Funds * The Effects of Highjer Taxes in Retirement * Real Estate Deeds & Benficiaries * Make a Budget * ---- Topics Mentioned in today's presentation: https://fivewishes.org/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://attendee.gotowebinar.com/rt/8951325785758668555?source=YouTube -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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