00:00 Market Summary & Preview: Tax Changes, Insurance Needs 10:00 Estate Tax Changes Require Better Planning 23:00 Suze Orman: Joint vs Separate Checking Accounts 35:30 How COVID Affected Retirement Plans Hosted by Senior Advisor, Danny Ratliff, CFP. -------- ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Sign Up for RIA Pro. Analysis, Research, Portfolio Models, and More. Try Our 30 Day Free Trial: https://riapro.net/home ➢ Subscribe to our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow _________ ➢ Financial + Tax Planning Survival Guides (Free Download): Your must-have finance and tax planning strategies in unprecedented times: https://realinvestmentadvice.com/financial-survival-guides/ _________ Upcoming Events: ➢ 4/10/21 8am: Candid Coffee - Financial Spring Cleaning A live webinar where we answer YOUR questions about money, retirement, risk-management, and how to protect your household against financial vulnerability. Register here: https://attendee.gotowebinar.com/rt/8951325785758668555?source=YouTube ➢ 4/22/21 12pm: Virtual Lunch & Learn - What Boomers Need to Know About Social Security https://realinvestmentadvice.com/ -------- GET IN TOUCH: Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN SOCIALS: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #TaxChanges #EstateTax #FinancialFitness |
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