018: What Happens to Your Money When You Die?

Retirement Equals Freedom

What happens to your money after you die? This episode of The Retirement Equals Freedom Podcast goes right to the heart of this sensitive question – one that lots of us squeamishly avoid.

Co-hosts Josh Bretl of FSR Wealth Strategies and Dave Schmidt (aka Vulcan Schmidt Todd Lopez) move us out of denial into a clearer understanding of what estate planning looks like and how assets are classified among partners and beneficiaries.

You’ll also learn why trusts and wills are so important to ensuring the things we’ve worked hard for in our lifetimes will transfer smoothly (and as inexpensively as possible) to exactly those loved ones we wish to designate as heirs.

The topic doesn’t have to be ghoulish or sad and the alternative (burying our heads in the sand) can mean family arguments or an unintended windfall for Uncle Sam – something no one wants!

This info-packed episode will put you on the path to peace of mind and not a moment too soon. “Because wherever you go (when you die),” says Josh, “Your money’s not going with you!”

This episode was fueled by Cometeer Coffee, both iced and hot!

Don’t forget to sign up for the show’s new weekly email at this link and definitely come join the conversation at our new private Facebook group, which you can find here.

If you’d like to learn more about or listen to previous episodes of The Retirement Equals Freedom Podcast, you’ll find them here.

Click here to explore the services that FSR Wealth Strategies offers and schedule a discovery call with one of the team’s CPAs. When it comes to living your best life, it’s never too early to get started!