• Seeing is believing in retirement planning | What part of your portfolio needs a good scrubbing? | Estate Planner Tim Stalling joins us to talk about avoiding mistakes with inheritance, the pros and cons of putting your house in your child’s name, and how much should you share about your will

  • May 18 2024
  • Length: 57 mins
  • Podcast

Seeing is believing in retirement planning | What part of your portfolio needs a good scrubbing? | Estate Planner Tim Stalling joins us to talk about avoiding mistakes with inheritance, the pros and cons of putting your house in your child’s name, and how much should you share about your will By cover art

Seeing is believing in retirement planning | What part of your portfolio needs a good scrubbing? | Estate Planner Tim Stalling joins us to talk about avoiding mistakes with inheritance, the pros and cons of putting your house in your child’s name, and how much should you share about your will

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  • Summary

  • On this week's show:

    • How doing the math on your retirement can make it real.

    • Finding the dirt in your portfolio.

    • The pitfalls of estate planning shortcuts.

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