
Fri Nov 01 2024
Dana and Brad discuss the importance of having an estate plan. Takeaways: - Social Security is projected to only pay $0.78 to the $1.00 by 2035. - A trust can allow a third-party to help take the emotion out of money decisions between family...
Get AI-powered summaries and transcripts for any meeting, phone call, or podcast.
Available on iOS, Android, Mac, and Windows
No transcript available.