What's In A Name - Properly Titling Your Last Will and Testament

49 – What’s In A Name? Properly Titling Your Assets & Beneficiary Designations

This episode is a very educational, informative, and complicated topic on an extremely important subject – properly titling property and assets. We urge you to listen as it could mean the difference between chaos or an orderly process in the most extreme times of stress.

Sudden Wealth Syndrome

48 – Sudden Wealth Syndrome

The phenomenon of suddenly coming into wealth is called – you guessed it – Sudden Wealth Syndrome. This episode is perfect for anyone that has recently, or soon will, come into a large amount of wealth. Bob and Mary Jo discuss four psychological dangers and four solutions for Sudden Wealth Syndrome, as well as nine common ways sudden wealth is obtained.

Financial Mistakes We All Make

47 – Financial Mistakes We All Make

Often times, it is financial decisions that are filled with regret. Many times, it’s because we didn’t know any better. Unfortunately, most people don’t really understand their complete financial situation and if it is healthy. Bob and Mary Jo are here to help with that by presenting some of the most common financial mistakes that they see with clients.

Financial Tips for Every Life Stage

46 – Financial Tips For Every Life Stage

Learn about the financial aspects of the most common life stages. Whether you are just getting started, on the brink of retirement, or somewhere in between, consider your life stage when making these financial decisions that can impact your future.