Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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108: Preparing Your Successors with Matt Kasper
Manage episode 410189805 series 3258852
Content provided by Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dean Barber 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.
Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being transparent about your wishes with the next generation.
In this podcast interview, you’ll learn:
- The two distinct sides of an estate plan
- Differences between will-based and trust-based plans
- The roles of co-trustees, successor trustees, corporate trustees, and contingent successor trustees
- Estate planning is individual
Meet with Us: https://modwm.com/meet-with-us/
Ask a Question: https://modwm.com/ask-a-question/
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/108
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
114 episodes
Share
Manage episode 410189805 series 3258852
Content provided by Dean Barber. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dean Barber 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.
Estate planning can be a complicated issue. It can run smoothly or there can be a lot of pitfalls that you don't foresee. As Matt Kasper, CFP®, AIF® makes his third appearance on The Guided Retirement Show, he and Dean Barber will go over some key items for successor trustees while discussing the importance of having a solid estate plan and being transparent about your wishes with the next generation.
In this podcast interview, you’ll learn:
- The two distinct sides of an estate plan
- Differences between will-based and trust-based plans
- The roles of co-trustees, successor trustees, corporate trustees, and contingent successor trustees
- Estate planning is individual
Meet with Us: https://modwm.com/meet-with-us/
Ask a Question: https://modwm.com/ask-a-question/
START PLANNING
To get a full recap of today's conversation, including the biggest takeaways and links to all the resources mentioned, visit GuidedRetirementShow.com/108
Learn More about Retirement Planning
Find out more about retirement planning and Modern Wealth Management, by visiting modwm.com
114 episodes
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Similar to The Guided Retirement Show
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
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continue reading
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continue reading
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