Top 5 Questions: Your Advisor’s Critical Role in Spousal Support

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The Market Call Show

92 episodes

3 months ago

Timely and actionable investment insights for executives, business owners, and family offices, with Louis Llanes, CFA CMT.

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Timely and actionable investment insights for executives, business owners, and family offices, with Louis Llanes, CFA CMT.

Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Episode 80

The Market Call Show

14 minutes 3 seconds

2 years ago

Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Episode 80

Title: Top 5 Questions: Your Advisor’s Critical Role in Spousal Support | Ep 80

Keywords: spouse, advisors, people, wealth, cpa, titling, feed, podcast, investments, wealth advisor, coordinate, nest, question, passes, involved, call, accounts, situation, calls, Wealthnet Investments, Louis Llanes, death, spouse, planning, will, attorney, trust

Podcast Mentions:

10-Point Checklist for Worry Free Retirement, https://www.retireready.live

Social Media Links:

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Shownotes

On this week's latest episode of the Market Call Show with Louis Llanes--well actually, this is our first episode from our new playlist called Ask Wealthnet-a periodic podcast that answers your questions on financial strategies, retirement planning, and proven best practices that will empower you to make informed decisions about your wealth management.

In this episode, we discuss five essential questions that come from our own clients and felt it imperative to share.

The importance of all parties being active with the financial discussions
How to prepare yourself financially before the passing of a spouse
The essentials of having an estate plan
What your CPA and attorney has to do with being ready
Knowing your financial team is imperative for a successful financial future.

Join us on this special episode of Ask Wealthnet to gain valuable knowledge and guidance on the importance of being actively engaged in your household finances. By taking control of your financial well-being, you can secure a brighter future for yourself and your loved ones.

We’ll be answering your questions—please feel free to email your questions to hello@louisllanes.com.

PLUS: Whenever you're ready... here are three ways I can help you prepare for retirement:

1. Listen to the Market Call Show Podcast or Watch on Youtube
One of my favorite things to do is to talk with smart people about investing, financial planning, and how to live a full life. I share this on my podcast the Market Call Show. To watch on Youtube – Click here

2. Read the Financial Freedom Blueprint: 7 Steps to Accelerate Your Path to Prosperity
If you’re ready to accelerate your path to prosperity, the Financial Freedom Blueprint lays out a proven system for planning and investing to secure your financial independence. You can get a personalized signed hardcover copy – Click here

3. Work with me one-on-one
If you would like to talk with me about planning and investing for your future. – Click here