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Planning for your heirs

Hosted by: Laura Hawley Special guest: Troy Garcia

September, 2018

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

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


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