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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.
Episodes
Wednesday Sep 14, 2022
Wednesday Sep 14, 2022
Most of the time giving equal inheritances is appropriate, but not always. Paul and Jim talk about their experience of working through unequal inheritances, how to have good communication with your beneficiaries, and some practical advice about what to do with your accounts. Later in the show, Paul and Jim give a crash course on single-stock ETFs.
To get a copy of our new book, Confident Financial Planning, go to paulwinkler.com/book.
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