SWAT - Episode 54

from Connecting Dots Hosted by Fixed Cost Financial, Inc. | A True Fiduciary

Monday - Questions Submit you questions by visiting FixedCostFinancial.com and use the blue Intercom button. Tuesday - SWAT - Sudden Wealth Awareness Training Today’s discussion is about the importance of a stand-by irrevocable trust for life insurance benefits for the protection of children and preventing the spendthrift from blowing, or the stranger from getting it. Sports Entertainment Inheritance Litigation Lottery 401(k), 403(b). 457. Deferred Comp, or Lump Sum Pension Distribution Life Insurance Settlement Wednesday - Business You are a lifestyle business where business is a lifestyle Thursday - 3M Minting Millionaire Mindsets Minting Mature Mindsets Minting Monumental Mindsets Friday - Current Looking at people, places, and events from the past week with a critical eye on connecting dots. Saturday - Deep Dive Sunday - Shows & Movies LINKS Tips for Using Trusts to Protect Life Insurance Proceeds and Secure Support after the Dissolution of a Marriage How to keep spendthrift heirs from blowing their inheritance NOTES You’re dead. Many buy life insurance because they feel they need to. No need, not love, no money, no sale. Yeah, yeah, yeah, just get it over with. But think about the bucket of dollars that will drop in someone’s lap. Take a lot more time with the beneficiary designation, and don’t hesitate to consult with a true fiduciary-based advisor. You’ll also need a competent lawyer to draft documents. Don’t do this yourself or let a hack do it for you; the hack is committing a crime and it’s know and the unlicensed practice of law.

Episode details come from the podcast's RSS feed.

Embed this episode

Attribution link and audio player

Ready to play

SWAT - Episode 54

0:00 11:19

No transcript yet.

Requests help us decide what to transcribe next.

Share this episode

Similar podcasts

Wild Virginia Old Dominion Eco Buzz Wild Virginia Wild Virginia is a 501(c)(3) nonprofit dedicated to protecting and connecting your favorite wild places. Through partnerships with other environmental advocacy groups we:We educate citizens, landowners, and other stakeholders about threats to our forests through hikes, outings and events.We advocate for the connectivity and integrity of Virginia’s forests and waters.We influence decision makers by mobilizing citizens like you. Women Igniting Change® Robbin Jorgensen In a post pandemic world, employees are demanding that their leaders do more than just lead the business. They are looking for their companies to provide a culture of purpose and possibility, navigate changing societal expectations and build a sense of community and belonging.Leaders need to elevate and engage their people by connecting personal values with those of the entire organization, and at the same time inspire collaboration, innovation and results.Robbin Jorgensen, Founder and CEO of Women Igniting Change®, is your host. A former corporate executive who has worked with women leaders in 31 countries on 6 continents, she believes that unleashing the contribution of women is one of the key drivers to moving business and humanity forward.Join Robbin every Monday as she dives into the intersection of business results, women’s leadership and social responsibility. She’ll share interviews with decision makers, provide tangible strategies, highlight women change makers and more a Carolina’s Field, Forest & Water SC Governor’s School for Agriculture Connecting students and teachers at the South Carolina Governor’s School for Agriculture at John de la Howe in conversation with leaders in the world of agriculture.

Frequently asked questions

How long is this episode of Connecting Dots?

This episode is 11 minutes long.

When was this Connecting Dots episode published?

This episode was published on June 4, 2019.

Can I download this Connecting Dots episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.