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What Happens to Your Financial Plan When You're Gone?

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Manage episode 347409300 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk about what happens to your financial plan when you're gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success?

For more information and show notes visit: https://bwmplanning.com/episode38

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

  continue reading

79 episodes

Artwork
iconShare
 
Manage episode 347409300 series 2939409
Content provided by Brownlee Wealth Management. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brownlee Wealth Management or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

In this episode, we talk about what happens to your financial plan when you're gone. How do I ensure my financial plan continues and that my surviving spouse is taken care of? How do I set my family up for success?

For more information and show notes visit: https://bwmplanning.com/episode38

Connect With Us:

Facebook - https://www.facebook.com/BrownleeWealthManagement/?ref=py_c

Linkedin - https://www.linkedin.com/company/brownlee-wealth-management/

Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.

  continue reading

79 episodes

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