Wait... You Can Draw Up A Will On A Smartphone?


Manage episode 242748720 series 1238356
By Retirement 360 and Alan Mercurio. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.
How much risk is too much risk in retirement? How much risk should you be keeping in your portfolio as you start to exit the work force and enter into retirement? Patrick Kelley, the author of Stress Free Retirement, says it all depends on when you're going to actually need the money that you're investing. Don't tell your lawyer friends, but there's a new phone app that actually lets you draw up a will on your smartphone in around 10 minutes time. While most of their customers are between the ages of 25 and 40, there are a decent amount of their customers within retirement age that are using their phones to draft wills. Alan talks a bit more about this new app called Fabric and how it speaks for the future of estate planning.

144 episodes