Law and Financial Order
Law and Financial Order
Podcast Description
This podcast investigates and decodes topics related to financial planning, estate planning, and trusts. Hosted by financial planner, Robyn Wolcott and attorney, Erin Duques.
Podcast Insights
Content Themes
The podcast covers essential topics related to financial planning, estate management, and trusts, including practical advice on wills, asset distribution, and the importance of having a structured estate plan, as exemplified in episodes like My Home is My Castle, where the hosts discuss the significance of personalizing estate planning for various types of residences.
This podcast investigates and decodes topics related to financial planning, estate planning, and trusts. Hosted by financial planner, Robyn Wolcott and attorney, Erin Duques.
When it comes to retirement, your home can be both your greatest asset and your biggest question mark. In this episode, Robyn and Erin tackle one of the most common (and emotionally charged) topics in financial planning: Should you pay off your mortgage before you retire?
They weigh the pros and the cons of ditching that low-interest loan vs. investing those extra dollars in the market. How does this decision impact your overall retirement picture, including property taxes and long-term liquidity?
Robyn and Erin also address the increasingly popular (and potentially risky) idea of putting your house in your kids' names. Is it a smart estate planning strategy, or one that won't work for you?
If you've ever wondered how your home fits into your financial future, this episode will help you…. well, get your house in order!
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