SWAT - Episode 54 - a podcast by Fixed Cost Financial
from 2019-06-04T06:00
Monday - Questions
Submit you questions by visiting FixedCostFinancial.com and use the blue Intercom button.
Tuesday - SWAT - Sudden Wealth Awareness Training
Today’s discussion is about the importance of a stand-by irrevocable trust for life insurance benefits for the protection of children and preventing the spendthrift from blowing, or the stranger from getting it.
Sports
Entertainment
Inheritance
Litigation
Lottery
401(k), 403(b). 457. Deferred Comp, or Lump Sum Pension Distribution
Life Insurance Settlement
Wednesday - Business
You are a lifestyle business where business is a lifestyle
Thursday - 3M
Minting Millionaire Mindsets
Minting Mature Mindsets
Minting Monumental Mindsets
Friday - Current
Looking at people, places, and events from the past week with a critical eye on connecting dots.
Saturday - Deep Dive
Sunday - Shows & Movies
LINKS
How to keep spendthrift heirs from blowing their inheritance
NOTES
You’re dead.
Many buy life insurance because they feel they need to.
No need, not love, no money, no sale.
Yeah, yeah, yeah, just get it over with.
But think about the bucket of dollars that will drop in someone’s lap.
Take a lot more time with the beneficiary designation, and don’t hesitate to consult with a true fiduciary-based advisor.
You’ll also need a competent lawyer to draft documents.
Don’t do this yourself or let a hack do it for you; the hack is committing a crime and it’s know and the unlicensed practice of law.
Further episodes of Connecting Dots
Further podcasts by Fixed Cost Financial
Website of Fixed Cost Financial