We all know SOS as a universal call for help but here’s a fun fact – it isn’t a phrase with abbreviated words as you might have assumed, it’s morse code! We took this as an opportunity to assign a meaning to it that’ll hopefully help you draw some neglected attention back to planning your financial future – Structure, Organize, & Simplify.
The more complex our financial lives can get, the more we desperately require some tools to help us wrap our minds and hands around preparing for our financial future. In this podcast, we discuss the incredibly important and often avoided area of our financial life, preparing your estate. Virtually no one is comfortable thinking about the future with you no longer a part of it, but it is so vital to step out of that discomfort to ensure you take the burden off of your loved ones when the time comes.
Join experienced financial advisors, Ed and James, as they discuss the world of finance, sharing their personal experiences and observations from their clients’ financial...
In this episode, Ed and James are joined by real estate expert, Dave Swanson, a realtor at John Greene with over 20 years of...
Inheritance can be a game-changer, but it comes with its own set of challenges. Join us as we delve into the nitty-gritty of handling...
