EPISODE · Mar 3, 2022 · 46 MIN
3-2-2022 - Your Will or Estate Plan Should Not Be in 'Set and Forget' Mode
from InvestTalk · host Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
There are certain life events and other types of triggers which may impact your tax and legal strategies. Today's Stocks & Topics: LUMN - Lumen Technologies Inc., Real Estate Agents, Bubbles, Insider Buying, SHOP - Shopify Inc. Cl A, IBN - ICICI Bank Ltd. ADR, Recession & Investing, CM - Canadian Imperial Bank of Commerce, AAPL - Apple Inc., MSFT - Microsoft Corp., FDX - FedEx Corp.Our Sponsors:* Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com* Check out Chilipad and use my code sleep.me/INVEST for a great deal: https://sleep.me* Check out Plaud AI and use my code INVEST for a great deal: https://plaud.ai* Check out Progressive: https://www.progressive.com* Check out Quince and use my code quince.com/invest for a great deal: https://www.quince.com* Check out TaskRabbit and use my code INVEST for a great deal: https://taskrabbit.com* Check out TruDiagnostic and use my code INVEST20 for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
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3-2-2022 - Your Will or Estate Plan Should Not Be in 'Set and Forget' Mode
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