Your Retirement Blueprint: A 210 Financial Podcast
Welcome to Your Retirement Blueprint, a podcast by 210 Financial where we help you invest in your financial future by identifying where you stand now, evaluating how well you're positioned, and discovering where you need to go. Join Phil Cooper, Founder and Financial Advisor of 210 Financial, and Kendall Stahl, Advisor & Partner at 210 Financial, for biweekly conversations to help you navigate finances in today's world. // Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements. 1657137-4/23
Your Retirement Blueprint: A 210 Financial Podcast
Practical Advice for Estate & Legacy Planning (w/ Jim Benckendorf) - Season 2, Ep. 4
Good intentions with no actions can lead to a lot of difficult times.
No one enjoys discussing end-of-life issues, but the reality is that every one of us is going to die someday. That means that the topic of this episode pertains to everyone. We are talking about estate planning and how you should consider planning ahead to leave what you have to those you leave behind.
We are joined by Jim Benckendorf, a partner at Benckendorf & Benckendorf Law Firm and someone who specializes in complex estate and tax planning, trusts, and probate.
In this episode, Jim shares what happens if you don’t take the time to make your wishes known, how to ensure your assets are passed down correctly, which legal precedents supersede others, and more.
//
Grab a Free Resource at http://retirewith210.com/ --
Prefer to watch? Find video versions of every episode on our YouTube channel.
Learn how our team at 210 Financial can help you plan for the future at www.210financial.com --
Like more free resources? Grab one of our free guides here.
//
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
Insurance products are offered through the insurance business 210 Financial. 210 Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by 210 Financial are not subject to Investment Advisor requirements.
All investments are subject to risk including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Any and all other services related to insurance are an outside business activity and are not offered through or supervised by AE Wealth Management, LLC. Please remember that converting an employer plan account to a Roth IRA is a taxable event. Annuities are insurance products that may be subject to restrictions, surrender charges, holding periods, or early withdrawal fees which vary by carrier. Annuities are not back or FDIC insured.
This podcast is for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.
210 Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by 210 Financial.
Jim Benckendorf is not affiliated with 210 Financial or AE Wealth Management, LLC. 2159176-12/23