Wills, trusts, revocable trusts, non-revocable trusts, power of attorney. These are just a few of the many terms that people sometimes get tangled up in when trying to make the right decision.
Michael Clark and John McCann brought in Geoff Hoatson again for this episode to answer some of the common questions associated with these things and so much more. This episode is chalk full of great questions by callers into the show. Some of the topics ranged from questions about wills to whether an annuity or regular stocks are going to be better. As always, you are not going to want to miss this episode because this show cuts through the noise and nonsense 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: “you never lose a dream it just incubates as a hobby” – Larry Page
Need to find something from today’s show? We have you covered down to the minute!
- Call: Understanding that the will only guides what is going through probate – 11 Min
- 60% of Americans don’t have one of these – 12 Min
- Call: Annuities vs Stocks – 17.5 Min
- Call: How divorce changes the will – 38 Min
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. 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.