Ep 38: The Final Checklist
from The Financial Purpose Podcast Hosted by Dale Shafer II, CFP®
This topic has been heavy on my heart for a few weeks. March was an interesting month for our family, a mix of deep loss and also life stage celebration. In reflection, it’s been a stark reminder of my need - and your need - to place a better and more meaningful focus on a subject none of us like to think about but absolutely need to prepare for: the end of life. Listen to this episode as I bust 8 common estate planning myths and share 5 things you can do NOW to protect your loved ones while you are still living. Have questions about your financial situation and estate planning needs? Send an email to [email protected], or head over to www.lifemoveswealth.com and click the schedule button. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit thefinancialpurpose.substack.com
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