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Time for an Estate Planning Check-Up? episode artwork

EPISODE · Mar 2, 2022 · 55 MIN

Time for an Estate Planning Check-Up?

from Financial Strategies · host Agemy Financial Strategies

The word 'Estate' alone can throw most people off including an estate plan in their retirement strategy. However, there is a lot more to who gets your belongings when you die - and you certainly don't need a lot of wealth to get a plan in place.  Watch the latest Financial Strategies podcast with Andrew and Daniel Agemy to learn why a well designed estate plan can do a lot for you, and your loved ones.   ESTATE PLANNING: Are you making mistakes that could jeopardize your retirement? (PDF) Follow us on Instagram!  Like us on Facebook! 

What this episode covers

The word 'Estate' alone can throw most people off including an estate plan in their retirement strategy. However, there is a lot more to who gets your belongings when you die - and you certainly don't need a lot of wealth to get a plan in place.  Watch the latest Financial Strategies podcast with Andrew and Daniel Agemy to learn why a well designed estate plan can do a lot for you, and your loved ones.   ESTATE PLANNING: Are you making mistakes that could jeopardize your retirement? (PDF) Follow us on Instagram!  Like us on Facebook!

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Time for an Estate Planning Check-Up?

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Frequently Asked Questions

How long is this episode of Financial Strategies?

This episode is 55 minutes long.

When was this Financial Strategies episode published?

This episode was published on March 2, 2022.

What is this episode about?

The word 'Estate' alone can throw most people off including an estate plan in their retirement strategy. However, there is a lot more to who gets your belongings when you die - and you certainly don't need a lot of wealth to get a plan in place....

Can I download this Financial Strategies episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
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