Episodes
Thursday Jun 15, 2023
Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Episode 80
Thursday Jun 15, 2023
Thursday Jun 15, 2023
Title: Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Ep 80
Keywords: spouse, advisors, people, wealth, cpa, titling, feed, podcast, investments, wealth advisor, coordinate, nest, question, passes, involved, call, accounts, situation, calls, Wealthnet Investments, Louis Llanes, death, spouse, planning, will, attorney, trust
Podcast Mentions:
10-Point Checklist for Worry Free Retirement, https://www.retireready.live
Social Media Links:
Twitter: /louisllanes
Facebook: /louisllanes
/marketcallshow
LinkedIn: @louisllanes
YouTube Channel: https://www.youtube.com/channel/UCZZBFVZq3wIkZtToH-StTYw
Schedule a call and free portfolio review http://www.wealthnetinvestments.com
Shownotes
On this week's latest episode of the Market Call Show with Louis Llanes--well actually, this is our first episode from our new playlist called Ask Wealthnet-a periodic podcast that answers your questions on financial strategies, retirement planning, and proven best practices that will empower you to make informed decisions about your wealth management.
In this episode, we discuss five essential questions that come from our own clients and felt it imperative to share.
- The importance of all parties being active with the financial discussions
- How to prepare yourself financially before the passing of a spouse
- The essentials of having an estate plan
- What your CPA and attorney has to do with being ready
- Knowing your financial team is imperative for a successful financial future.
Join us on this special episode of Ask Wealthnet to gain valuable knowledge and guidance on the importance of being actively engaged in your household finances. By taking control of your financial well-being, you can secure a brighter future for yourself and your loved ones.
We’ll be answering your questions—please feel free to email your questions to hello@louisllanes.com.
When you are ready, here are some ways we can help YOU with your investing and financial planning:
1. Try the new RISK NUMBER SCORECARD Everyone has a risk number. Let’s find yours. This tool can help you find YOUR personal risk number to have a peaceful investment journey ➡ https://bit.ly/3KJmpwv
2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity If you’re ready to accelerate your path to prosperity, Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. ➡https://www.pathtorealwealth.com/ You can also get a personalize signed hard cover copy ➡ https://www.pathtorealwealth.com/the-book/p/financial-freedom-blueprint
3. Work with me one-on-one If you would like to talk about planning and investing for your future. ➡https://calendly.com/wealthnet-make-an-appointment/introzoom
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