3/6-The importance of having an estate plan episode artwork

EPISODE · Mar 7, 2024 · 33 MIN

3/6-The importance of having an estate plan

from The Jon Sanchez Show · host Sanchez Gaunt Capital Mgmt

On last Monday’s show, we began our discussion on the importance of estate planning, but unfortunately, we only covered a few of our points. We will discuss why you may need a living trust, what it does, what it doesn’t due and some of the common mistakes we see people making when they do have a living trust.👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.

On last Monday’s show, we began our discussion on the importance of estate planning, but unfortunately, we only covered a few of our points. We will discuss why you may need a living trust, what it does, what it doesn’t due and some of the common mistakes we see people making when they do have a living trust.👉 Watch this episode on YouTube: www.youtube.com/@thejonsanchezshow👉 To learn more about retirement planning and wealth management in Reno, visit: sanchezgaunt.com Compliance Disclosure: This program is for informational purposes only and should not be considered investment, tax, or legal advice. The views expressed are those of the participants and may not reflect the views of Sanchez Gaunt Capital Management. Investing involves risk, including the possible loss of principal. Past performance is not indicative of future results. Always consult with a qualified financial professional regarding your individual situation before making financial decisions.

NOW PLAYING

3/6-The importance of having an estate plan

0:00 33:45

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Jon Sanchez Show?

This episode is 33 minutes long.

When was this The Jon Sanchez Show episode published?

This episode was published on March 7, 2024.

What is this episode about?

On last Monday’s show, we began our discussion on the importance of estate planning, but unfortunately, we only covered a few of our points. We will discuss why you may need a living trust, what it does, what it doesn’t due and some of the common...

Can I download this The Jon Sanchez Show episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!