EPISODE · Feb 22, 2025 · 56 MIN
The Estate Planning Blueprint, Critical Tips & Costly Mistakes
from Money On Tap · host Ben Brayshaw & Seth Krussman
Could a few overlooked estate planning mistakes be jeopardizing everything you’ve built? In a world where finances grow more complex every day, ensuring your family’s security and legacy is harder than ever—this episode helps you avoid costly pitfalls and protect what matters most. Discover the must-have documents that safeguard your loved onesLearn how to prevent unexpected beneficiary designation problemsGain trust and will strategies to keep more money in your family’s hands Press play now to get the peace of mind you deserve with a rock-solid estate plan. Why doesn't inflation feel like the official 3%?Because inflation is the rate at which prices rise, while affordability is the level of prices you have to live with — and that level never resets. Retirees also buy a different basket than the CPI emphasizes: shelter costs, insurance, property taxes, healthcare, prescriptions, food, and fuel, several of which run far hotter than headline inflation. Oil compounds it, touching every leg of the delivery chain. A resilient retirement plan stress-tests income needs well above the Fed's target and fights back with pricing-power equities, reasonable bond yields, guaranteed lifetime income for core expenses, and tax mitigation that lets you keep more of every distribution.
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The Estate Planning Blueprint, Critical Tips & Costly Mistakes
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