Episode 60: Questions

Notes Visit Dots.FM for today’s website notes Today's first question comes from Jimmy, call me the Greek, in Boston. Jimmy phoned in and asked about wills and trusts. Jimmy explained that he is getting ready to retire and wants to know which is better, a Will or a Trust. The difference between a Will and Trust Probate versus Trust Administration The Judge is in charge with probate Master beneficiary designation The importance of ART Bad language, not specific, big problems Tom Petty Prince Aretha Franklin Michael Jackson Amy Winehouse Jimi Hendrix Sonny bono Kurt Cobain Today's second question comes from Julie Ann, in Sarasota. Julie Ann used the online messaging program to ask the following. You have talked about Bobby. Big Bets on Big Ideas. Can you go into detail about what it means. Focus on what is important Family Marriage Parenting Life Challenges Faith Social Issues Business One trick pony’s with affinity marketing, beware of the holy man who hugs and mugs Mentor, online, in-person Investing early, often, and the power of time with small amounts Focus, Aware, Ignore Like, Good, Profitable, Control Links None Connecting Dots Schedule Monday - Questions Questions from clients and future clients of Fixed Cost Financial, Inc. Tuesday - SWAT Sudden Wealth Awareness Training A discussion about sports and entertainment contracts, inheritance, litigation settlements, lottery wins, 401k, 403b, 457, deferred compensation, or lump sum pension distributions, and/or life insurance settlements. Wednesday - Business You are a lifestyle business and your lifestyle is business. If this describes you or if you want to think like a business person, Wednesday's podcast is for you. Thursday - 3M Tune in and tune up with our Minting Millionaire, Mature, and Monumental Mindsets. For all ages, incomes, net worths, education levels, occupations, races, sex, or national origin. These episodes are not suitable for buttercups or snowflakes. Friday - Wrap Reviewing people, places, and events from the past week and forecasting based facts, figures, and logical bets. Saturday - Deep Dive Buckle up and settle in for a deep dive into the world of connecting dots from those who do forecasting for a living. Deep dives are conversations that don't just tell a story but are designed to make one think beyond the traditional boundaries that hold many back. Unsettling, provocative, controversial, and sometimes weird, nothing is held back as patterns from chaos appear. Sunday - Shows, Movies, and Videos A relaxed review of a show, movie or video for the purpose of highlighting business principles. Listen to the podcast, take a few notes, and then watch with a different perspective. If you ever had a teacher or professor show a movie during class, the purpose was to engage and learn, not entertain and sluff off. Sundays are for learning beyond textbook based upon teachable moments in shows, movies, and videos.