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Taking Control: A Comprehensive Guide to Estate Planning and Asset Protection with Jerry Linebaugh
Manage episode 376892891 series 3327505
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Guest:
Jerry Linebaugh
Founder, CEO, Financial Advisor and Fiduciary
Game Changer Wealth
Ever wondered how you can retain absolute control over your assets, both in life and beyond? Well, you're in the right place. We welcome back our astute guest, Jerry Linebaugh, a guru in wealth management, to unravel this mystery. Jerry expertly illuminates the often-overlooked significance of having a power of attorney to prevent costly blunders and keep your assets in the right hands. He further breaks down complex concepts related to wills and trusts, giving you a comprehensive understanding of how they shield your assets from falling into the state’s hands.
Isn't it disheartening to think that your hard-earned assets may end up in the wrong hands due to a mere oversight? This episode reveals a compelling narrative of a couple who encountered unintended consequences due to outdated beneficiary information. Jerry also accentuates how pivotal it is to routinely review your beneficiary designations on key documents like wills, 401ks, life insurance policies, and several others. We also take a shot at busting common estate and financial planning myths, reinforcing the importance of a well-crafted plan to evade heavy costs and complications for your loved ones.
As we wrap up this enriching conversation, Jerry paves the path for you with specific pointers to kickstart your estate planning journey. He drives home the point that it's never too early to initiate this dialogue and the importance of roping in all essential family members. Understand each relative's desires and establish mutual understanding within the family about the proposed plan. This action-packed episode leaves you with the know-how to safeguard your assets effectively and guarantee your family's financial stability. Tune in and take the first step towards ensuring a secure financial future for yourself and your loved ones!
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Welcome to Money Matters, the podcast that focuses on how to use the money you have, make the money you need and save the money you want – brought to you by Neighbors Federal Credit Union.
The information, opinions, and recommendations presented in this Podcast are for general information only and any reliance on the information provided in this Podcast is done at your own risk. This Podcast should not be considered professional advice.
Chapters
1. Taking Control: A Comprehensive Guide to Estate Planning and Asset Protection with Jerry Linebaugh (00:00:00)
2. Estate Planning (00:00:02)
3. Importance of Reviewing Beneficiary Designations Regularly (00:11:49)
4. Estate Planning and Financial Review (00:17:03)
5. Understanding Estate Planning and Trusts (00:23:33)
6. Power of Attorney and Estate Planning (00:33:21)
7. Financial Planning and Estate Planning Myths (00:38:54)
8. Starting and Planning Estate Conversations (00:46:53)
64 episodes
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