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Estate Planning 101

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Manage episode 176642420 series 1091548
Content provided by Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds 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.

The Q1 Financial Scorecard

The first three months of 2017 are in the books, and so far, the “Trump rally” has had a material effect on many market segments. Perhaps most surprising has been the outsized gains in international stocks, bonds and gold. Find out how all the markets performed during Q1 in this week’s leadoff segment.

How To Monitor Your Money

Now that the first quarter is over, how did your money do? More importantly, just how do you monitor your money, and why is it so important to do so? In this week’s second segment, I give you a few guidelines as to how to monitor your money each quarter… and the best part is that doing so only takes about 30 minutes!

Estate Planning 101

This week, I have a special interview with Mercer Advisors estate planning expert Jeremiah Barlow. Hey, let’s face it, estate planning can be a complicated issue. That’s why you need an expert like Jeremiah’s on your side. In today’s final segment, you’ll hear about many of the critical issues to keep in mind when creating your estate plan. If estate planning has been on your mind (and it should be), then today’s final segment is a must.

  continue reading

99 episodes

Artwork

Estate Planning 101

Doug Fabian’s ETF Strategies

30 subscribers

published

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Archived series ("Inactive feed" status)

When? This feed was archived on May 05, 2019 01:41 (5y ago). Last successful fetch was on October 30, 2018 21:04 (5+ y ago)

Why? Inactive feed status. Our servers were unable to retrieve a valid podcast feed for a sustained period.

What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.

Manage episode 176642420 series 1091548
Content provided by Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Doug Fabian: Fabian Wealth Strategies | Fee-Only Asset Management Specializing in Exchange Traded Funds 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.

The Q1 Financial Scorecard

The first three months of 2017 are in the books, and so far, the “Trump rally” has had a material effect on many market segments. Perhaps most surprising has been the outsized gains in international stocks, bonds and gold. Find out how all the markets performed during Q1 in this week’s leadoff segment.

How To Monitor Your Money

Now that the first quarter is over, how did your money do? More importantly, just how do you monitor your money, and why is it so important to do so? In this week’s second segment, I give you a few guidelines as to how to monitor your money each quarter… and the best part is that doing so only takes about 30 minutes!

Estate Planning 101

This week, I have a special interview with Mercer Advisors estate planning expert Jeremiah Barlow. Hey, let’s face it, estate planning can be a complicated issue. That’s why you need an expert like Jeremiah’s on your side. In today’s final segment, you’ll hear about many of the critical issues to keep in mind when creating your estate plan. If estate planning has been on your mind (and it should be), then today’s final segment is a must.

  continue reading

99 episodes

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