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NerdWallet's Smart Money Podcast


1 Estate Planning Made Simple and How to Handle Family Loans 32:09
32:09
나중에 재생
나중에 재생
리스트
좋아요
좋아요32:09
Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/advance healthcare directives, and durable powers of attorney — tools that can ensure your wishes are carried out and help your loved ones avoid probate. They also share when to update your documents, how beneficiary designations can override your will, and three simple to-dos to get started without feeling overwhelmed. Then, mortgage and student loans writer Kate Wood joins Sean and Elizabeth to answer a listener’s question about paying a loan back to her parents. They explore how family loans and lending circles work, why it’s important to put agreements in writing (and when notarizing helps), and the impact informal loans can have on your credit. They also weigh different ways to set money aside, comparing high-yield savings accounts with taxable brokerage accounts invested in ETFs and considering timelines, growth potential, and tax trade-offs. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: estate planning, will vs trust, revocable trust, living will, durable power of attorney, healthcare proxy, advance healthcare directive, probate explained, beneficiary designation vs will, update beneficiaries after marriage, how often to update a will, intestate meaning, avoid probate, family loan agreement, lend money to family safely, informal lending, lending circle, saving circle, notarized loan contract, pros and cons of family loans, protect relationships when lending money, credit score and informal loans, high-yield savings accounts, taxable brokerage accounts, ETF basics for beginners, repaying parents for college, fiduciary roles in estate planning, power dynamics of lending to friends, writing a repayment schedule, when to use a trust for minors, and retitling assets into a trust. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com . Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices…
Episode 00 – حلقة الهاش تاق
Manage episode 163740628 series 1287265
qaalat에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 qaalat 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Replies and discussions to the hash tag.
NOTE: this is NOT the official episode.
حلقة غير رسمية من بودكاست قيل وقالت
المتحدثات:سارة،نوف،لمى، ريم
في هذه الحلقة نناقش الهاش تاق و المقال الذي كتب عننا في جريدة سبق كما أننا نعرف عن أنفسنا بشكل رسمي
Enjoy!
4 에피소드
Manage episode 163740628 series 1287265
qaalat에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 qaalat 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Replies and discussions to the hash tag.
NOTE: this is NOT the official episode.
حلقة غير رسمية من بودكاست قيل وقالت
المتحدثات:سارة،نوف،لمى، ريم
في هذه الحلقة نناقش الهاش تاق و المقال الذي كتب عننا في جريدة سبق كما أننا نعرف عن أنفسنا بشكل رسمي
Enjoy!
4 에피소드
모든 에피소드
×الحلقة الثالثة من بودكاست قيل وقالت بعنوان (نحن الأكثرية). سبب اختيارنا لهذا الاسم هو أن الشباب في السعودية خاصة والعالم العربي عامة يمثلون الاكثرية. في هذه الحلقة نناقش كيف غير جيلنا مفهوم الثورة، ومن ثم نتحدث عن التغيير الفكري المتوجه للاصلاح وبعدها تحدثنا عن أهمية تسويق الشاب/ة لنفسه واستغلال الفرص العديدة التي تتيحها له الشبكة العنكبوتية Download…
في هذه الحلقة نناقش حقوق المرأة في السعودية وكيف الاعلام مصورها ونظرة المجتمع لها. المتحدثات/ نوف، لمى،سارة، ريم in this episode we discuss women rights in saudi arabia. How are women portrayed by the Saudi media, and how do society see them. Download
Language: Arabic Talking about the major events of the latest decade, snarky sarcasm entailed. بروح ساخرة مرحة نناقش اهم احداث العقد الأخير ملاحظة: هذه نفس حلقة الاسبوع الماضي، فقط على سيرفر مختلف Note: This is the same episode, only on a different server. Download
Replies and discussions to the hash tag. NOTE: this is NOT the official episode. حلقة غير رسمية من بودكاست قيل وقالت المتحدثات:سارة،نوف،لمى، ريم في هذه الحلقة نناقش الهاش تاق و المقال الذي كتب عننا في جريدة سبق كما أننا نعرف عن أنفسنا بشكل رسمي Enjoy! Download
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