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Advance Your Wealth - Entrepreneurs: Here's Why You Need an Estate Plan!
Manage episode 318751464 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 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.
If you are like many business owners, you’re looking out for more than just the financial health of your company. You also want to take care of your family and loved ones by providing for them and setting them up for rewarding lives of their own.
In the latest installment of Advance Your Wealth, Homer and Ryan are exploring how proactive estate planning can help you pursue these goals and build an amazing life of significance.
Too often estate plans can become outdated. Listen as we showcase the steps you can take to ensure your plan is current and capable of supporting you and your goals.
Timecodes:
0:07 - Introduction and overview on the topic of the day
2:15 - A high-level overview on estate plans and their role with entrepreneurs
4:05 - Most people have a plan in place, but they are often very outdated
6:50 - How effective an outdated plan can be
7:49 - Examples of how an outdated plan caused issues and financial hardship for an entrepreneur
9:07 - The first steps you should be taking to update your estate plan
11:00 - The inner-workings your estate plan should function and assist you
12:56 - Tips or warnings for someone going through the estate planning process
14:30 - How you can get in touch with the team at Konvergent Wealth Partners
17:03 - Closing remarks
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