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Rethinking Retirement with Marvin Mitchell
23 minutes | Jan 21, 2021
Ep 3: What to Know About Estate Planning with Rudy Beck
What kind of documents do you need prepared when it comes to estate planning? Is your estate set up in a way that makes sense for you? Find out what you should do from attorney Rudy Beck. Read more and get additional financial resources here: https://compassretirementsolutions.com/2021/01/21/ep-3-what-to-know-about-estate-planning-with-rudy-beck/ What we discuss on this episode: 0:49 - Introducing our special guest: Rudy Beck. 1:58 - What are the two most important documents to prepare? 5:59 - How can you avoid probate? 8:24 - How can a living trust be designed? 12:39 - How can you protect funds from a bad marriage? 13:55 - What benefits could veterans have available to them? 17:06 - What’s it like working with Rudy and his team?
12 minutes | Dec 17, 2020
Ep 2: Should You Reduce Your Risk?
Too often, people will have more risk in their portfolio than they realize, and that can be a real problem. Today Marvin will tell you how to determine how much risk is appropriate for you, share an example of what can happen if you don’t plan properly, and explain the rule of 100. Read more and get additional financial resources here: https://compassretirementsolutions.com/2020/12/17/ep-2-should-you-reduce-your-risk/ What we discuss on this show: 1:30 – Background on this income conversation 3:06 – Should I reduce my risk? 3:59 – Client example of appropriate risk 6:06 – How much risk are you comfortable with? 7:54 – Rule of 100 9:05 – Get a stress test
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