11 min listen
2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann
FromOptimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann
FromOptimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY
ratings:
Length:
13 minutes
Released:
Sep 9, 2022
Format:
Podcast episode
Description
Scott Spann with Financial Finesse shares a simple estate planning checklist
Episode 2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann
After years in the financial services industry, Liz Davidson became disgusted with how many people were being sold financial products and services that were not in their best interest. She decided there had to be a better way to provide people from all walks of life with truly unbiased financial guidance--designed to line their pockets, not their financial advisor’s.
This is the story of Financial Finesse and how they give employees and employers unbiased financial wellness as an employee benefit. They help your employees maximize their compensation and benefits by making better financial decisions. You become a partner in their financial security and reap the benefits of a financially healthy workforce.
They’ve helped hundreds of thousands of employees change their lives.
The original post is located here: https://www.financialfinesse.com/2013/06/17/a-simple-estate-planning-checklist-for-a-challenging-topic/
Visit Me Online at OLDPodcast.com
Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily
Learn more about your ad choices. Visit megaphone.fm/adchoices
Episode 2024: A Simple Estate Planning Checklist For a Challenging Topic by Scott Spann
After years in the financial services industry, Liz Davidson became disgusted with how many people were being sold financial products and services that were not in their best interest. She decided there had to be a better way to provide people from all walks of life with truly unbiased financial guidance--designed to line their pockets, not their financial advisor’s.
This is the story of Financial Finesse and how they give employees and employers unbiased financial wellness as an employee benefit. They help your employees maximize their compensation and benefits by making better financial decisions. You become a partner in their financial security and reap the benefits of a financially healthy workforce.
They’ve helped hundreds of thousands of employees change their lives.
The original post is located here: https://www.financialfinesse.com/2013/06/17/a-simple-estate-planning-checklist-for-a-challenging-topic/
Visit Me Online at OLDPodcast.com
Interested in advertising on the show? https://www.advertisecast.com/OptimalFinanceDaily
Learn more about your ad choices. Visit megaphone.fm/adchoices
Released:
Sep 9, 2022
Format:
Podcast episode
Titles in the series (100)
575: 8 Items to Sell Around Your Home for Extra Money by Michelle Schroeder-Gardner of Making Sense Of Cents: Michelle Schroeder-Gardner of Making Sense Of Cents by Optimal Finance Daily - ARCHIVE 2 - Episodes 301-600 ONLY