Finances and... Trusts
08/08/20 • 18 min
We discuss what a trust is and who needs one. We explain the difference between a trust and a will and why you probably need both.
Trust Infographic
Grab your copy of the companion book Finances and... Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future!
You can watch these episode on my YouTube channel as well.
Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.
You can share your ideas at financesand.net and leave a review at Apple Podcasts by going to the bottom of the page and choosing write a review.
You can also create an audible account to find helpful finance books to listen to here, and the top selling finance books on Amazon here. As an Amazon associate I can earn from qualifying purchases. For those who receive SNAP, Medicaid, or other qualifying government assistance, you can save more with Prime Access. Learn more.
Need some swag? You can order Finances and......
We discuss what a trust is and who needs one. We explain the difference between a trust and a will and why you probably need both.
Trust Infographic
Grab your copy of the companion book Finances and... Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future!
You can watch these episode on my YouTube channel as well.
Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.
You can share your ideas at financesand.net and leave a review at Apple Podcasts by going to the bottom of the page and choosing write a review.
You can also create an audible account to find helpful finance books to listen to here, and the top selling finance books on Amazon here. As an Amazon associate I can earn from qualifying purchases. For those who receive SNAP, Medicaid, or other qualifying government assistance, you can save more with Prime Access. Learn more.
Need some swag? You can order Finances and......
Previous Episode
Finances and... Health Savings Accounts & Flexible Spending Accounts
HSA'a and FSA'a are great ways to save for heath related costs, child care, and even to help fund your retirement. How do you set them up, what can you spend them on, and how do they help you save for retirement?
HSA's and FSA'a Infographic
Grab your copy of the companion book Finances and... Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future!
You can watch these episode on my YouTube channel as well.
Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.
You can share your ideas at financesand.net and leave a review at Apple Podcasts by going to the bottom of the page and choosing write a review.
You can also create an audible account to find helpful finance books to listen to here, and the top selling finance books on Amazon here. As an Amazon associate I can earn from qualifying purchases. For those who receive SNAP, Medicaid, or other qualifying government assistance, you can save more with Prime Access. Learn more.
Need some swag? You can order Finances and......
Next Episode
Finances and... Enough at Retirement
How much should you save for retirement? We break down how much you should consider putting away, share some calculators that can get you started, and explain how beginning saving when your younger makes a big difference in your final nest egg!
How much should I save for retirement?
Grab your copy of the companion book Finances and... Your Spending Planner Workbook on Shopify to keep track of your spending, net worth, and plan for your future!
You can watch these episode on my YouTube channel as well.
Seeking financial counsel? Check us out at Capitalcoaching.net and see how we can provide financial coaching with a personal touch.
You can share your ideas at financesand.net and leave a review at Apple Podcasts by going to the bottom of the page and choosing write a review.
You can also create an audible account to find helpful finance books to listen to here, and the top selling finance books on Amazon here. As an Amazon associate I can earn from qualifying purchases. For those who receive SNAP, Medicaid, or other qualifying government assistance, you can save more with Prime Access. Learn more.
Need some swag? You can order Finances and......
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