Rich Paul, CFP® and special guest Rebecca Wrock, discuss common estate planning mistakes such as a minor inheriting money, ways to stretch your IRA, adding a child as joint owner, lady bird deeds, and more.

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Disclosure:

The retirement planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.

Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities….(read more)

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