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Some of the episodes in my new podcast series Teaching You to Fisch (Spotify, Apple Podcasts, YouTube) include spreadsheets I've created to illustrate particular topics. Some of them are modifications of spreadsheets I've used before and some are newly created. Because not everyone is going to choose to watch/listen to the podcasts (they are really … Continue reading Spreadsheet: Gifting an Employer Match
I just released Episode 17 of the Teaching You To Fisch podcast. This episode explores the estate documents every adult needs to have, the importance of establishing designated beneficiaries, what you should do with assets you receive as an inheritance, and ways you can perhaps leave part of your legacy while you are still alive. … Continue reading Podcast Episode 17: Leaving (and Receiving) a Legacy
Quite a few of the folks I talk with don't have an estate plan (which, at a minimum, I define as a will, power of attorney, and health care directive). I think there are two main reasons for this. First, lots of folks don't think they are "rich" enough or "old" enough to need one … Continue reading Estate Planning Is About Life (Not Death)
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