estate planning

Episode 253: Helping Aging Parents Get Financially Organized

 Have you ever had to navigate the difficult conversation of finances with your aging parents? In this episode, we explore the crucial yet uncomfortable topic of helping your parents get financially organized before it’s too late. I’ll walk you through practical... read more

Episode 135: One Important Thing That A Classic “Estate Plan” Doesn’t Cover – And What To Do About It

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/bZ8tmm  If you ask any financial advisor, they will quickly tell you the hardest thing to get a... read more