Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a number of mistakes you can make that could lead to potentially dire consequences for the very people you’re trying to protect and support. The following four mistakes are among the most common we see [...]
On this episode: Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So, let’s explore some of the possible meanings behind the statement, “I don’t want to retire.” We'll also [...]
On this episode: "The consequences of this bill will be devastating to people who have worked hard their entire lives, played by the rules, and accumulated significant amounts of money in their IRAs and retirement plans." That's a direct quote from Carrie in this week's program. Congress is in the midst of passing [...]
On this episode: There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings… We'll also answer a listener question about strategies to avoid exposure to [...]
On this episode: Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either… Subscribe to the show: [...]
On this episode: As summer rounds the corner and we start planning vacations and road trips, Carrie has some tips that can also apply to your financial and estate planning future. We'll also find out about Carrie's favorite movies, as well as answer a question from the mailbag about marrying into debt. [...]
On this episode: Most of us enjoy gossiping about celebrities, but today we'll talk about them and learn some really importand do's and don'ts when it comes to estate planning. We'll learn from the mistakes (and good decisions) of celebrities like Paul Walker, Muhammed Ali, Heath Ledger and more. Mary has a great [...]
On this episode: When it comes to estate planning, naming your legal guardians for your minor children in the event something happens to you and your spouse is probably one of the hardest, but most important, decisions you’ll make. On today's podcast, we'll cover the 6 critical steps you should follow to select [...]
On this episode: Talking about money can be hard for some people, so it's sometimes useful to have good questions to help get the conversation rolling. Let's go over some helpful icebreakers and see if they get you in the proper mindset to plan for your retirement future. Subscribe to the show: [...]
On this episode: When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let's talk about some times where Carrie has helped her clients through some of these pain points. Subscribe to the show: [...]
