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Healthy, Wealthy, & Wise Retirement Podcast


Oct 11, 2022

Today we take a different approach, looking at what NOT to do. Specifically, we will talk through 7 mistakes people make to accidentally invalidate their will.

When it comes to your will, it's OK if you didn't "get it right" the first time, just as long as we have it right IN time, as there are no do-overs once you're gone.

Schedule an Intro Call with Loren

 

Resources mentioned on today's show:

Legal Docs Review

 

What is a Fiduciary?

About Me

Podcast Page 

For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at shermanl@integrityguidance.com 

 

Additional Resources Discussed on the Show

Healthy, Wealthy, & Wise YouTube