The Money Knight

Ep 52: Who Will Inherit The Mess?

October 21, 2021

Estate planning is overwhelming, but it is a necessary part of our overall financial plan. Having a plan makes it a lot easier on our families when we pass away or become incapacitated. Continued communication is ideal, everyone involved in the plan needs to be on the same page. On today's episode, we are talking about Wade's recent seminar "Who Will Inherit the Mess?" and the key takeaways from his lecture about estate planning.

 

What we discuss on this episode: 

0:30 – Wade’s seminar on estate planning

1:52 – What exactly is estate planning?

3:51 – People’s desires and values

5:35 – Communicating with others

7:51 – Smart generations meeting  

 

More Resources: 

Risk Survey: https://www.chessmanwealth.com/#survey-section

Retirement Planning Quiz: https://www.chessmanwealth.com/retirement-planning-quiz/ 

 

Important Links:

Chessman Wealth Website: https://www.chessmanwealth.com

Call: 214-572-2120