Estate Planning can be a difficult component of your financial life, not only because it is emotional, but also due to it’s complexity. This week, Mike Bernard and Josh Gregory welcome back attorney Mark Criniti to discuss what the essential elements of a good estate plan are and why you need them.
Life is uncertain, sometimes you feel like you’ve got it all figured out, and other times your finances get hit with one thing after another. Planning for when everything is going right can be easy, but what about when life throws you curve-balls? Mike, Josh, and Kevin share their personal experiences and how you can set up a system in your finances to help the majority of what life throws at you.
Life insurance is complicated and it’s hard to distinguish one type from another, let alone have confidence that you know which one is right for you. Mike, Kevin, and Josh discuss the differences of life insurance policies, specifically the variation of Term Life insurance policies, in this episode of Wise Money.
Is now the time to put your house on the market? We’ve all heard the stories of bidding wars and offers for full list price, so is now the time for you to cash in, and should we expect this strong housing market to continue? Real estate expert and Realtor Diane Bennett with Remax 100 joins Mike and Kevin on this episode of Wise Money to discuss the current state of the housing market.
Everyone has a unique vision of what retirement looks like, and formulating that vision is where the process of planning for retirement starts. To accompany that, you need to analyze how your Five Factors of Retirement fit together to see whether you’re on track to make your vision a reality. In this episode of Wise Money, Kevin, Josh, and Mike help you uncover what your vision is for retirement and share the process of how to know whether you’re on track.