
Planning for your heirs
Hosted by: Laura Hawley Special guest: Troy Garcia
September 12, 2018Host
Laura Hawley – CFP®, Senior Vice President at Allen & Company
Co-Host
Troy Garcia – CFP®, Financial Advisor at Allen & Company
In this episode, we discuss Investments and what types of Investments work better than others, how to Invest to consider Bull Markets, and several other Strategies to consider. We will also discuss the Probate, Estate, Death Tax, Wills, Trust and how to have those important conversations with your Family, while also reviewing and clarifying Inheritance.
In this episode we cover:
- Economic Compass (:49)
- The Longest running Bull Market and the effect on the Economy (3:44)
- Positioning yourself in a Bull Market, and how to overcome it (10:13)
- The difference between the Market Volatility and your Portfolio (15:16)
- What you need to be doing in a Bull Market during Retirement (20:40)
- Financial Housekeeping and what needs to be done regarding Taxes before Year end and how to handle Charitable Giving (24:15)
- Reviewing the different aspects of your Financial and Estate world (32:16)
Links From the Show:
Connect with:
Laura Hawley – CFP®, President at Allen & Company
Allen & Company – Laura Hawley
Troy Garcia – CFP®, Financial Advisor at Allen & Company
Allen & Company – Troy Garcia
LinkedIn – Troy Garcia