by Lance Roberts
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| (9/30/23) Richard Rosso & Danny Ratliff explore the sensitive subject of how to plan for your demise. 0:00 - Intro/Disclaimer 1:24 - What is "Progression Planning?" 3:06 - Jumping through emotional hurdles 9:40 - Communication Ideas 14:02 - The Documents You Need 29:20 - Digital Assets 34:50 - Important Resources 41:14 - Long Term Care 43:10 - Digitizing Memories 45:14 - How we can help 48:41 - Q&A: How to avoid the Probate process 51:18 - How do you know you need a trust? 58:00 - How do Capital Gains on Stocks work? 1:01:35 - What is the process of communication with a financial custodian upon the death of an owner? 1:03:12 - The PLOST form 1:07:01 - Setting up a trust 1:09:11 - Identity theft & title protection 1:10:53 - Don't click on links! ------- Links mentioned in this video: www.fivewishes.org Hospice Foundation of America AfterVault.com Legacybox.com ------- ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More. https://www.simplevisor.com/register-new Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Markets #Money #Investment_Advice |
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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