Learn how to build a simple estate plan and lend or repay family money without hurting your relationships.
What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/advance hea ... Show More
Mar 2024
1952: Loan Repayment & Personal Finance Pt. 2
<p>On today's episode, we have the second installment of our deep dive into student loans and financial strategy with Jake Courtney, a financial planner specializing in student loan consulting from Student Loan Planner. We tackle the tangible scenario of "young Mark," a hypotheti ... Show More
31m 25s
Sep 2024
Avoid these mistakes when writing your will
As we mark National Wills Week, there's no better time to address the importance of having a properly drafted will. In the latest episode of our podcast, Maya Fisher-French sits down with Deenisha Nadesan, Executive Director of Estates at Capital Legacy, to discuss the common pit ... Show More
29m 15s
Feb 2025
Inherited Account Deep Dive, Barista FI and Saving When Starting a Business | Rachael Camp | Ep 534
<p>This episode discusses financial independence strategies, including Barista FI and Coast FI, along with insights into inherited accounts post-Secure Act (2020). Listeners will learn about health insurance considerations in early retirement, the dynamics of inherited IRAs, and ... Show More
57m 56s