9/25/2019 - Let's Talk About Strategy, Legacy, & Planning


Manage episode 243049037 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.

Although the day's dramatic announcement that impeachment proceeding were in the pipeline, the markets didn't blink internationally or domestically. This surprised some, but time will tell if there will be a lasting effect. A caller asks Brian and Steve if he can invest a coming inheritance when being mostly retired, and Brian has an over-the-break epiphany! Then, sometimes the choice between Will-based and Trust-based planning comes down to just one keyword: Legacy. Finally, Steve Rausch spills rare beans on something exciting in his personal life.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros



525 episodes