Episode 331: [Periodic Table of Abundance] No.2 Money Team, Family Finance and Estate Planning

Not Your Average Financial Podcast™

In this episode, we ask:

• Would you like to listen to last week’s series kickoff, Episode 330?
• Do you share similar lifestyle choices?
• Do you share similar outcomes?
• Who is on your side?
• What does a Certified Public Accountant do?
• What does an estate planning attorney do?
• What does an insurance agent do?
• What does a mortgage broker do?
• What does a real estate agent do?
• What does a portfolio manager do?
• What should we watch out for?
• Who is on your side of the table, helping you meet your goals?
• What does a Certified Financial Planner (CFP) do?
• Who should care the most about your money?
• What makes building a money team easier?
• What are some of the characteristics that you want to look for?
• What core qualities should a money team candidate exhibit?
  • Do they show trustworthiness?
  • Do they act in your best interest?
  • Do they demonstrate good communication skills?
  • Can they explain complex concepts in a way that makes sense?
  • Do they have empathy and understanding?
  • Do they have patience?
  • Do they believe we have agency in our life?
  • Do they have a growth mindset?
  • Are they committed to continuous learning?
• What are the red flags or things to watch out for?
  • How does it feel working with this person?
  • Do they withhold information?
  • Is there a lack of transparency in their fees or costs?
  • Are they exerting high pressure sales tactics?
  • Are they forcing you to make quick decisions?
  • Are they hard to reach?
  • Are they always available?
  • Do they shame you or intimidate you?
  • Are they offering to “handle it”?
• Would you like to hear Episode 122?
• Would you like to hear Episode 159?
• What about family finance?
• What about money stress?
• What about a family cash reserve?
• What about coordination and resiliency?
• What about open and honest family conversation?
• What about the budget?
• What about playing educational money games?
• What about celebrating milestones?
• Would you like to hear an example?
• Who needs an estate plan?
• What are your dreams, hopes and desires?
• What are the key elements of a good estate plan?
• What about some case studies?
• Who is involved with you in your money?
• What are some practical steps to take?

The topics presented in this podcast are general information only and not for the purposes of providing legal, accounting or investment advice. On such matters, please consult a professional who knows your specific situation.