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Episode 26: Estate Planning "101" - The Basics episode artwork

Jun 23, 2020 40 min

Episode 26: Estate Planning "101" - The Basics

from Smart Retirement Hosted by Smart Retirement Media

In this episode Mike & Matt have the pleasure of interviewing, Mark Hall, an attorney of Mark E. Hall, PC law firm to discuss the basics of wills or trusts and where they might make sense. Mark Hall also goes over the basic details of why there are different forms of trusts to have in place depending on your personal financial situation. As a gift to our listeners, Mike & Matt have gotten Mark to agree to complete a new Trust for you, or review your Trust, at a promotional rate. Take a listen and help protect your beneficiaries assets as best you can. Call us for more information at (866) 53-Retire Special Guest: Mark Hall.

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Episode 26: Estate Planning "101" - The Basics

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True North Money Mavens Gerri Meverden & Tracy Reierson It's the show that helps just about everyone get their money right! Listen to Gerri Meverden and Tracy Reierson as they drop weekly scoops on the fastest and best ways to achieve financial freedom. Got questions about retirement? This podcast has genuine answers that come straight from two true money mavens! Want to find out even more? They take calls. Dial 800-673-1132 for one of the realest deals in the financial planning realm. Logan Learns with Logan Kegley Logan Kegley Smart topics, made simple. Join host Logan Kegley on his weekly journey to learn about the most interesting stuff in the world, and have fun doing it. Featuring the best from science, popular culture, and history with facts that are guaranteed to fuel your group chat and impress your friends. Mark Kollar’s Financial Cornerstone Mark Kollar Mark Kollar is a well-known financial educator in the Chicago area and hosts the popular weekly financial radio show, Retirement and Income Radio. He is sought after throughout the state of Illinois for his expertise in retirement planning and retirement income planning. His clients include retirees from United Airlines, AT&T, McDonald’s, Chicago Transit Authority, and HFC.As a retirement and income planning specialist, Mark helps retirees and those near retirement protect their savings, reduce income taxes and taxes on social security benefits and create a retirement income guaranteed to last as long as they do. Mark graduated from Loyola University of Chicago where he received his B.B.A. degree. He is a Registered Financial Consultant and a Certified Estate Planning Professional and has pledged always to put the needs of his clients above his own. Badass Retirement: More Meaning, Money, & Adventure Robert Pagliarini Ph.D., CFP Ready to escape Average Retirement and live with more meaning, money, and adventure? Rage against the traditional approach to retirement and join Robert Pagliarini for daily conversations to help grow your wealth and live your best life in retirement. Learn from strategies that have helped thousands of Robert's clients to achieve total financial security, upgraded health, real adventure, deeper relationships, and greater meaning by living a Badass Retirement. Retirement is not about getting weaker, giving up on goals, or stripping away the things that give your life purpose. If you want your best days to still be ahead of you, seek a Badass Retirement filled with challenges, projects and adventures and live your life to the fullest.

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This episode is 40 minutes long.

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This episode was published on June 23, 2020.

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