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BEST SERVED UP WITH PIE

by: LAURA HAWLEY guest: Chad Jones November 15, 2017
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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.

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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)

Tweetable Topics:

The average American household expects to spend $752 on Christmas gifts in 2017. – Laura Hawley, CFP®, President at Allen & Company

Keep your eye on the earnings because at the end of the day that’s what matters when we talk about long term investing. – Laura Hawley, CFP®, President at Allen & Company

56% percent of Americans are planning on holiday debt. – Laura Hawley, CFP®, President at Allen & Company

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

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About LAURA HAWLEY

Laura began her lifelong career at Allen & Company as one of the youngest Financial Advisors in Florida more than 30 years ago.

A CERTIFIED FINANCIAL PLANNER, Laura joined Allen & Company in 1983 and now serves as Senior Vice President and Chairperson of the Executive Committee. In addition, she was appointed to the Board of Directors in 2001. Laura played a crucial role in establishing the Viera office and served as Branch Manager until 2015. She holds Series 7, 66 and 24 licenses, as well as her Life, Health and Variable Annuities.

Laura’s holistic approach to financial planning, and her passion...