EPISODE · Mar 16, 2026 · 11 MIN
Estate Planning Isn't Just for the Rockefellers
from Real Secrets of Money Podcast · host Real Secrets of Money
In this episode of The Real Secrets of Money Podcast, we're joined by Senior Director of Sales Andy Cowan to kick off the Estate Planning season by breaking down what an estate plan really is and why it matters for people at every stage of life.You’ll learn why estate planning is about more than just money, the common myths that keep people from getting started, and how even a simple plan can make a huge difference for the people you care about most.Whether you’re raising a young family, approaching retirement, or just beginning to think about the future, this episode will show why estate planning is one of the most important steps you can take to protect the life you’ve built.---Want to learn more? Visit RealSecretsOfMoney.com to explore all episodes, access additional resources or schedule a full financial literacy class with a certified financial educator — available virtually or in person. Take the next step toward financial confidence today!
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Estate Planning Isn't Just for the Rockefellers
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