Ep. 07 – Wine Down – A Round Table Discussion About All Topics Retirement
Our first ever Wine Down Show!
Once a month, rather than interview one person, we will be sitting down with several guests to hear multiple topics and opinions from the show! Sit down with a glass of wine or preferred beverage and enjoy!
On this Episode:
- Hear from Lauren Stancil (Radon’s wife), Renee Hillman (Real Estate Agent and previous guest), and Debbie Neal (client) as well as your hosts, Radon and Murs!
- The group discusses the topic of wills and trusts in estate planning and how it is different for everyone.
- The group discusses how frequently you should look into updating your plan.
- Hear them talk about how your plan affects your children and grandchildren.
- The group talks about downsizing and how the numbers play a role in the decision!
- Hear the group discuss the economy and the stock market from the episode with Andrew Opdyke.
- The group talks about the positives that have come from Covid.
Key takeaways:
- Stay informed as tax and trust laws change as the government and IRS see fit.
- Have experts in your corner.
- A lesson from Covid has been to take the time for the most important things in life- family, friends, and health!
Tweetable Quotes:
“It’s great to have experts in your corner in all aspects.” – Renee
“You can’t look at the stock market day to day. You have to look at it over time.” – Debbie
Resources:
If you are in or nearing retirement and are looking to gain clarity on what questions you should be asking, learn what the biggest retirement myths are, and identify what you can do to achieve peace of mind for your retirement, get started today by requesting the complimentary video course, Four Steps to Secure Your Retirement. To access the course, simply visit POMWealth.net/podcast.
Reach out to morgan@pomwealth.net for information about the Pinot Noir that we had on today’s show!
To receive a free book, Get Off the Retirement Rollercoaster, leave a 5-star rating review on iTunes and send a screenshot to morgan@pomwealth.net.