It's Time to Have "The Talk" (Estate Planning) episode artwork

EPISODE · Sep 10, 2024 · 18 MIN

It's Time to Have "The Talk" (Estate Planning)

from The Wiser Financial Advisor Podcast with Josh Nelson · host Josh Nelson

This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you might be responsible for as they get older.  It's SO important because without one, family assets could easily end up becoming property of the state, among other reasons. Listen and learn exactly what needs to be in an estate plan. Learn how a Will and an Estate Plan are different and why you absolutely need both. A transcript of this episode is provide. Click on 'Transcript' above.Chapter markers are also included for you. Click on 'View/Chapter' to the right.Instagram: https://www.instagram.com/keystonefin/Twitter: https://twitter.com/Keystone_Fin?advisorid=33004651Contact Josh Nelson: https://www.keystonefinancial.comContact Jeremy Busch: https//www.keystonefinancial.comPodcast Editor: Tim Leaman/[email protected]

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It's Time to Have "The Talk" (Estate Planning)

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Frequently Asked Questions

How long is this episode of The Wiser Financial Advisor Podcast with Josh Nelson?

This episode is 18 minutes long.

When was this The Wiser Financial Advisor Podcast with Josh Nelson episode published?

This episode was published on September 10, 2024.

What is this episode about?

This episode gets into a very important topic: estate planning with your family, with your loved ones, especially parents, grandparents, other people that you might be responsible for as they get older.  It's SO important because without one, family...

Is there a transcript available for this episode?

Yes, a full transcript is available for this episode. You can read the complete transcript on the episode page.

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