Go offline with the Player FM app!
135-Estate planning for blended families, with Katie Brewer
Manage episode 183393365 series 1225570
melissa@blendedfamilypodcast.com
Katie Brewer started Your Richest Life because she believes that every professional should have access to a financial planner. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them. Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time.
Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education.
In this episode, she joins me to talk about estate planning, which is a sensitive and challenging topic for blended families. We talk about
- What is estate planning
- 9 things to keep in mind when planning an estate
- What makes blended family estate planning different
- Setting up a guardian
- What can go wrong when an estate is not planned
- When is the right time to plan an estate
- Who can set up an estate
- Listener question
- And much more
Connect with Katie
Join the Private Facebook Group
Listen and Rate/Review on Itunes
Connect with me on Facebook
Connect with me on Twitter
Send questions or feedback to melissa@blendedfamilypodcast.com
Send me a voicemail at Speakpipe
Visit the website at www.blendedfamilypodcast.com
Sign up for my monthly newsletter
Schedule an interview or coaching session here
Send mail to Melissa Brown
5445 Murrell Rd
Unit 102 #178
Viera FL 32955
277 episodes
Manage episode 183393365 series 1225570
melissa@blendedfamilypodcast.com
Katie Brewer started Your Richest Life because she believes that every professional should have access to a financial planner. Katie helps clients alleviate their stress about money by helping them clarify their goals, identify and eliminate obstacles to those goals, and create a financial action plan to achieve them. Katie has accumulated over 10 years of experience working with clients and their money. She is no stranger to hard work as she pursued both her CERTIFIED FINANCIAL PLANNER™ Certification and her MBA while working full time.
Katie has been quoted in articles in The New York Times, Forbes, Money, Lifehacker, and Real Simple and she regularly blogs about financial planning topics. She often speaks to groups about financial education.
In this episode, she joins me to talk about estate planning, which is a sensitive and challenging topic for blended families. We talk about
- What is estate planning
- 9 things to keep in mind when planning an estate
- What makes blended family estate planning different
- Setting up a guardian
- What can go wrong when an estate is not planned
- When is the right time to plan an estate
- Who can set up an estate
- Listener question
- And much more
Connect with Katie
Join the Private Facebook Group
Listen and Rate/Review on Itunes
Connect with me on Facebook
Connect with me on Twitter
Send questions or feedback to melissa@blendedfamilypodcast.com
Send me a voicemail at Speakpipe
Visit the website at www.blendedfamilypodcast.com
Sign up for my monthly newsletter
Schedule an interview or coaching session here
Send mail to Melissa Brown
5445 Murrell Rd
Unit 102 #178
Viera FL 32955
277 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.