72 – Top 10 Estate Planning Mistakes to Avoid

Bob and special guest Shawn McCammon discuss the top 10 mistakes surrounding Inheritance and Estate Planning. Shawn is an estate planning attorney and CFP® who works with individuals and families to find effective solutions to meet their goals in the areas of estate planning, trust administration, business planning, and asset protection.

71 – For Richer Or Poorer

Marriage is a game changer. You are becoming a team, a unit. It starts out full of promise for a hopeful future, but sometimes life gets in the way of happily ever after, and we soon run up against conflict. Since money is THE most common cause of friction in most marriages, Bob and Mary Jo have made an episode focusing specifically on finances in marriage.