99. The Importance of an Estate Plan, Part 2

99. The Importance of an Estate Plan, Part 2

Anywhere from 50% to 60% of Americans don’t have a will. Does this surprise you? However, more and more people are becoming more aware of the 6th pillar of the Redefining Wealth Process, estate planning. On today’s episode, we are continuing our conversation on estate...
98. The Importance of an Estate Plan, Part 1

98. The Importance of an Estate Plan, Part 1

No matter your age, having an estate plan is something we all need to think about. On today’s episode, we’ll explore the importance of having an estate plan and some things you may not be considering when it comes to that plan.  Over the past few years, we’ve...
96. The Financial Planning Process

96. The Financial Planning Process

We discuss many different money management tools on our show but having a defined process is perhaps the most important thing investors need to consider when constructing their plan. Having a process allows you and your assets to perform at peak capacity. Customized...