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Kandungan disediakan oleh Chris Lopez - Denver Investment Broker. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Chris Lopez - Denver Investment Broker atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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#505: First Steps: Strategies for Dealing with Financial Matters After the Death of a Loved One

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Kandungan disediakan oleh Chris Lopez - Denver Investment Broker. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Chris Lopez - Denver Investment Broker atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Shane Phillips joins Chris Lopez to share the essential steps for real estate investors and business owners when faced with unexpected loss. Learn from Shane’s personal journey and his creation of the “First Steps” program, designed to guide individuals through the financial and practical aspects following a loss. From funeral planning and accessing accounts to managing real estate or business assets, today’s episode is crucial for preventing financial stress after a death.

(02:19) What is “First Steps”?

(11:40) Common Mistakes with Estate Planning

(16:08) Planning for Bank Accounts

(20:40) Beneficiaries for Investment Accounts

(26:22) First Steps Course Details

(31:46) Social Media and Digital Assets

Links from the podcast:

Reach out to Shane:

sphillips@firststepshelp.com

Shane Phillips LinkedIn

Ready to take the First Steps course? We’re offering it to our listeners 100% for free:

Visit propertyllama.com/first steps

  continue reading

304 episod

Artwork
iconKongsi
 
Manage episode 415510771 series 1509138
Kandungan disediakan oleh Chris Lopez - Denver Investment Broker. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Chris Lopez - Denver Investment Broker atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

Shane Phillips joins Chris Lopez to share the essential steps for real estate investors and business owners when faced with unexpected loss. Learn from Shane’s personal journey and his creation of the “First Steps” program, designed to guide individuals through the financial and practical aspects following a loss. From funeral planning and accessing accounts to managing real estate or business assets, today’s episode is crucial for preventing financial stress after a death.

(02:19) What is “First Steps”?

(11:40) Common Mistakes with Estate Planning

(16:08) Planning for Bank Accounts

(20:40) Beneficiaries for Investment Accounts

(26:22) First Steps Course Details

(31:46) Social Media and Digital Assets

Links from the podcast:

Reach out to Shane:

sphillips@firststepshelp.com

Shane Phillips LinkedIn

Ready to take the First Steps course? We’re offering it to our listeners 100% for free:

Visit propertyllama.com/first steps

  continue reading

304 episod

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