10/9/2019 - 'But, What If...?' - Getting Rid Of Market Anxiety


Manage episode 244199800 series 1523035
By Vicki Wiley and Tree City Advisors. 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.

In this solo show, financial advisor Brian Wiley discusses Pacific Gas & Energy (PG&E) and the real life woes their foibles are causing for California residents. A listener calls in with a question about re-titling his Joint investment account to a Trust account, which leads to a deeper conversation about the need to plan early, and keep current on beneficiaries. It may seem morbid to some, but without proper planning, headaches on top of heartaches make heirs' mourning even more miserable.

Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros



525 episodes