Geoff Hoatson is back this week on the Let’s Talk Future Show along-side John McCann and Michael Clark. In this show he is answering some fantastic questions from listeners just like you!
The questions range from learning about the difference in a will and a trust to Ladybird deeds. Maybe you don’t need any help with these topics. That is fine too! You will see a few questions asked about IRA’s (Individual Retirement Account) and HSA (Health Savings Account) that might just spark your interest. The Let’s Talk Future Show cuts through the noise and nonsense you hear about money and gives you the tools you need to build wealth, invest for the future, and put a plan in place.
Quote of the day: “Don’t raise your voice, improve your argument.” – Desmond Tutu
Need to find something from today’s show? We have you covered down to the minute!
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- Do I need a trust and what is it? – 4 Min
- Call: HSA question – 6.5 Min
- Lady Bird Deeds – 14 Min
- Can you have both a Trust and a Will? – 21 Min
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The information contained in this blog does not purport to be a complete description of the securities, markets, or developments referred to in this material. The information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete. Any opinions are those of Michael Clark and not necessarily those of Raymond James. Raymond James is not affiliated with and does not endorse Geoff Hoatson. Expressions of opinion are as of this date and are subject to change without notice. There is no guarantee that these statements, opinions or forecasts provided herein will prove to be correct. Investing involves risk and you may incur a profit or loss regardless of strategy selected. Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. Prior to making an investment decision, please consult with your financial advisor about your individual situation.