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Retire With Integrity Podcast with Brian Bowen

Dec 12, 2019

Do you have a plan for your assets and portfolio after you pass away? Or are you hoping your loved ones figure it out for you?


Show Notes and Additional Resources: 


Today's Rundown: 

0:30 - Ricky Gervais says he’s going to let all of his family fight over his money and not prepare a will.

1:29 - Not having an estate plan can create confusion or pain later on.

2:52 - One option for your estate is to give to a charitable remainder trust.

3:41 - Jennifer Lopez recently did a movie where she wasn’t paid for her acting, but she planned to make money as a producer.

4:30 - Planning takes time.

6:16 - Security is important for everyone when it comes to you and your assets.