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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
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Tuesday Jul 23, 2024
Tuesday Jul 23, 2024
Today, Evan finds some with a large online following encouraging everyone to have a trust in their estate plan. The first red flag about this advice is that this person is not an estate planning lawyer nor are they a financial advisor. Today, Paul and Evan talk specifically about the trouble with the advice about trusts from this social media post, and then they get into a larger conversation about why getting financial advice from family, friends, and famous people you trust is dangerous and can lead to all kinds of bad financial decisions.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
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