Running an RIA · Podcast

Ep 43: How do I start estate planning? - with Rose Faye

It offers a financial planner's checklist for starting estate planning and flags beneficiary updates after major life events, both common topics in client conversations.

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Summary

By the running an ria desk

In this episode of Money on Your Mind, host Michael Liersch speaks with financial planner Rose Faye about how people can make progress on estate planning. They discuss why estate planning is important, why many people put it off, and a checklist for getting started. The conversation also covers what plans young adults 18 and older need, updating beneficiaries after major life events, and why estate planning appeals to self-described control freaks.

Rose Faye provides a checklist for making progress on estate planning.
The episode discusses why people delay estate planning and what they can do now to get started.
It covers what plans need to be in place for young adults 18 and older.
It emphasizes updating beneficiaries after major life events.

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