The Legacy Planning Show
Joe ClarkLearn how to make the most of your legacy planning strategies with The Legacy Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the "Average Joe" to take home and put to use.
| Publishes | Twice monthly | Episodes | 37 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Categories | EducationSelf-ImprovementBusinessInvesting | ||||
Listen to this Podcast
Latest Episodes
Losing a loved one is never easy. Taking care of the final documents, bank accounts and settling the estate could not come at a more emotionally challenging time. The process doesn't need to be complex, but in most cases, it is. Here are some solutio... more
Challenges that arise inside of the financial world can be complex. For example, what is the difference between a trustee and a successor trustee or executor? What are the job duties for all the positions inside your Legacy Plan? On Your Retirement P... more
All beneficiaries are not equal, and it is the same for assets! Tax diversification in your legacy plan is a great thing! You worked hard for the retirement you want, and you want to enjoy it, but once you have passed on, who gets it, and how should ... more
It is difficult to speak when you are no longer here. A letter of intention gives your family the easiest opportunity to fulfill your wishes after you are gone. Join us on Your Retirement Playbook to learn more. Call us at 800-928-4001 to schedule Yo... more
Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity.
Resource... more
Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity on this seg... more
Find out how to love and protect your future self and the ones you love with some brand-new strategies from the Financial Enhancement Group and Financial Enhancement Group Trust Services team!
Resources
• "Incapacitation is part of our reality, ... more
You probably love your kids all the same, but even my brother and I, who appear very much alike, are very different individuals. Not all beneficiaries are the same, and not all your assets are equal. Find out who to give what and when on Consider Thi... more
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How many episodes of The Legacy Planning Show are there?
The Legacy Planning Show launched 5 years ago and published 37 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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