Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan) episode artwork

EPISODE · Jan 15, 2026 · 6 MIN

Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)

from Dollars and $ense with Bruce Porter · host Bruce Porter & Tom Trtan

Think your estate planning is all set? Join Springfield estate and retirement planning expert Bruce Porter as he gives Tom Trtan—a self-proclaimed sandwich-generation procrastinator—a rapid-fire trivia challenge covering the real mistakes and triggers Gen X faces.Topics include:“Do I need a will or a trust?”“Who should be the executor, and what actually do they do?”“How often should you update your estate plan?”Get straightforward, practical explanations—no jargon, no scare tactics. Bruce breaks down the essentials so Ozarks pre-retirees, retirees, and families can avoid common oversights and protect what matters most.Ready to put off procrastination and finally get your plan in order?➡️ RSVP for our next estate planning workshop: resourcecenterinc.com/estate-planningBruce Porter is CEO and advisor at The Resource Center, Inc., a regular on KY3’s Money Matters and a trusted source for retirement and estate education across Springfield and the Ozarks. His education-first philosophy helps local families make informed, confident financial decisions.

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Think your estate planning is all set? Join Springfield estate and retirement planning expert Bruce Porter as he gives Tom Trtan—a self-proclaimed sandwich-generation procrastinator—a rapid-fire trivia challenge covering the real mistakes and triggers Gen X faces. Topics include: “Do I need a will or a trust?”“Who should be the executor, and what actually do they do?”“How often should you update your estate plan?”Get straightforward, practical explanations—no jargon, no scare tactics. Bruce b...

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Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)

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