10/17/2019 Jonathan Bednar Sent You Instructions on Setting up Facebook... - Luke Elliott https://web.lpl.com/owa/#viewmodel=ReadMessageItem&ItemID=AAMkADAyMGM3ZjRhLWQzZTQtNDBmMi1hZDk4LTgyNzE0NmIxODY2NQBGAAAAAABDGjjptBWJQJMc8sT5OwUGBwAfxWoBGbB… 3/4
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Podcast

Ep #17: Estate Planning for Young People Thumbnail

Ep #17: Estate Planning for Young People

People often think of estate planning as something that is only for people who are in their 60s or above. But the truth is that young adults should have estate plans, too. So today, I’m going to continue the conversation on estate planning by sharing a few tips for young people to get organized in this area, as well as common mistakes people make when dealing with estate planning documents.

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Ep #16: Documents You Need For Estate Planning with Lauren Smith  Thumbnail

Ep #16: Documents You Need For Estate Planning with Lauren Smith

There are a lot of misconceptions about estate planning, so I have Lauren Smith on the show today to clear up some of the confusion. An attorney who specializes in estate planning, probate, and conservatorships, Lauren's experience and expertise in this area will provide valuable insight on what not to worry about, as well as what items and areas we should be focusing on.

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Ep #15: Planning For Your Future with Nic Nielsen Thumbnail

Ep #15: Planning For Your Future with Nic Nielsen

Listen in as Nic shares the ways that many people mess up in contributing to ROTH accounts, as well as what they should be doing instead. You'll learn what he would go back and do with his life insurance if he could turn back the clock, why you should shred any credit card attached to a Health Savings Account, and more.

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Ep #14: Seven Critical Numbers to Track for Financial Health Thumbnail

Ep #14: Seven Critical Numbers to Track for Financial Health

All of our financial decisions have an effect on our financial health. Just as a batter in baseball tracks their batting average, it is important we track the numbers in our financial plan so we can better manage them. So what measures must we put in place to ensure we can live a comfortable life with the income we have? In this episode, I will share how to track where you are and where you have to go to meet your financial goals.

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Ep #13: The Importance of Doing an Insurance Review Thumbnail

Ep #13: The Importance of Doing an Insurance Review

With all the various types of insurance out there, it can seem like we are "insuranced" to death. Many people just put their insurance on auto-pilot and never look at it again, but as changes occur in life, we need to be re-evaluating what we need—or don’t need anymore. So in this episode, I’ll discuss why it’s so important to do an insurance review at least yearly, as well as the steps for doing so.

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