Podcast 8 — What Are You Leaving Behind?

When you pass away, you’re likely going to leave behind some money or some bills. That’s why it’s important to plan ahead so you can ensure your loved ones are prepared for whatever you leave behind.

Today, Jeremy Keil is back with the fifth and final step in his 5-Step Retirement Revelation process, which is all about helping you explore what you’ll leave behind to your loved ones. In this information-packed conversation, Jeremy highlights important considerations for your legacy planning.

In this episode, you’ll learn:

• The difference between an estate plan and a will
• Common misconceptions around estate planning
• Why every person needs a power of attorney
• The importance of planning for the survivor gap
• And more!

Tune in now to discover ways to prepare for what you’ll leave behind for your loved ones!

Resources

Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor

Continue reading Podcast 8 — What Are You Leaving Behind? →

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