Hosted by: Laura Hawley Special guest: Chad Jones

Host
Laura Hawley – CFP®, President at Allen & Company

Co-Host
Chad Jones – CFP®, MBA, Financial Advisor at Allen & Company

Guest
Kevin Albaum – Attorney at Clark, Campbell, Lancaster & Munson, P.A.

In this episode, we discuss the importance of making a holiday budget, over-spending, expenses during the holiday season, and how all of this may affect your 2018 financial outlook. We will also visit with Kevin Albaum, Attorney at Clark, Campbell, Lancaster & Munson, P.A., to discuss the importance of estate planning, income retention, important documents needed as you plan your estate, charitable giving, and how the holidays may help as you discuss estate planning.

In this episode we cover:

• Economic Compass (2:05)
• Holiday debt, overspending, and your 2018 budget (4:26)
• The process of charitable giving (9:35)
• The how-to and benefits of staying on track financially during the holiday season (13:42)
• Kevin Albaum, Attorney at Clark, Campbell, Lancaster & Munson, P.A. discusses all things estate planning (16:00)
• The preparation and organizational aspects of preparing to discuss estate planning (19:39)
• The importance of a single source system of estate planning files (24:20)
• How to choose a trustee and the role they play in estate planning (29:00)
• Estate planning among children and how to have the difficult conversation (31:06)
• The benefits of gifting during the holiday season (40:00)

Links From the Show:

• Allen & Company
• Clark, Campbell, Lancaster & Munson, PA
• Dow Jones
• Nasdaq
• S & P 500

Connect with:

Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley

Chad Jones – CFP®, MBA, Financial Advisor at Allen & Company
Allen & Company – Chad Jones
LinkedIn – Chad Jones

Kevin Albaum – Attorney at Clark, Campbell, Lancaster & Munson, P.A.
Clark, Campbell, Lancaster & Munson, P.A. – Kevin Albaum
LinkedIn – Kevin Albaum