The Retirement Nerds
Podcast Description
Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.
Podcast Insights
Content Themes
The podcast covers essential topics such as Social Security, tax planning, Medicare intricacies, estate planning, and investment strategies. Episodes delve into themes like Roth vs. Traditional accounts, tax implications for retirees, and the importance of proper estate management, providing viewers with actionable insights and resources.
Retirement gets complicated. Medicare, Social Security, Investments, and your Estate Plan are the core of your retirement decisions, but each of those gets remarkably complex. They are mazes with minefields every step of the way that lead to confusion and nightmares. Our channel puts out videos to help remove obstacles, clear up the mess, and keep your retirement decisions a whole lot more simple.
Estate Planning expert Jim Burch explains who doesn't need to worry about setting up a trust as well as the 5 benefits to setting up a trust for those who would consider this as part of their estate plan.
Jim Burch is the owner of Easy Legal Planning. He is has been helping families put together their estate plans for over 20 years and you can reach him at EasyLegalPlanning.com or [email protected]
He explains:
▫️Who doesn't need a trust, but should still think about their plan
▫️The 5 benefits of a trust vs a will
▫️How to go about setting up a revocable living trust.
Important Links:
▫️Estate Planning 101 Video
https://youtu.be/nkFQmsdCW-I
⏱ Timestamps:
00:00 Intro
00:15 Who Doesn't Need a Trust
01:26 Trust vs Estate Plan
1:52 Why A Trust Does Make Sense
3:05 Avoiding Probate
6:45 Privacy Concerns
8:27 Control Over Estate
12:45 Plan A, B, & C
17:05 Organization and Ease
20:22 Where to Get Help
The Retirement Nerds:
⬜️ Join The Retirement Nerds circle here – https://theretirementnerds.com/
⬜️ Join the Monthly Retirement Nerds Newsletter here – https://theretirementnerds.com/newsletter/
PLEASE NOTE:
This video is for education purposes only.It does not constitute legal advice for your specific situation.
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