Wait... You Can Draw Up A Will On A Smartphone? episode artwork

EPISODE · Sep 23, 2019 · 53 MIN

Wait... You Can Draw Up A Will On A Smartphone?

from Retirement 360 · host Alan Mercurio and Troy Bolton

How much risk is too much risk in retirement? How much risk should you be keeping in your portfolio as you start to exit the work force and enter into retirement? Patrick Kelley, the author of Stress Free Retirement, says it all depends on when you're going to actually need the money that you're investing. Don't tell your lawyer friends, but there's a new phone app that actually lets you draw up a will on your smartphone in around 10 minutes time. While most of their customers are between the ages of 25 and 40, there are a decent amount of their customers within retirement age that are using their phones to draft wills. Alan talks a bit more about this new app called Fabric and how it speaks for the future of estate planning.Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.

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Wait... You Can Draw Up A Will On A Smartphone?

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This episode was published on September 23, 2019.

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