Dollars and $ense with Bruce Porter
Bruce Porter is the owner and advisor at The Resource Center an Insurance & financial services company located in Springfield, MO. On this podcast he will answers listener questions every week on K-ROG, a local Facebook group for the Rogersville Community with Will Worsham. He will also be posting his segment interviews on KOLR 10's Unscripted which airs Live Tuesdays at 9am. 'Finding The Courage To Retire,' written by Bruce Porter is available on Amazon. For more information visit our website www.resourcecenterinc.com, 417-882-1800.Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims-paying abilities of the issuing carrier. This Podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. The use of logos and or trademarks of podcast hosting sites are the property of their respective owners and are not an endorsement by those owners of our firm or program. The Resource Center, Inc. is not permitted to offer and no statement made during this podcast shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by The Resource Center, Inc. 734270 - 10/20
Dollars and $ense with Bruce Porter
Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)
Think your estate planning is all set? Join Springfield estate and retirement planning expert Bruce Porter as he gives Tom Trtan—a self-proclaimed sandwich-generation procrastinator—a rapid-fire trivia challenge covering the real mistakes and triggers Gen X faces.
Topics include:
- “Do I need a will or a trust?”
- “Who should be the executor, and what actually do they do?”
- “How often should you update your estate plan?”
Get straightforward, practical explanations—no jargon, no scare tactics. Bruce breaks down the essentials so Ozarks pre-retirees, retirees, and families can avoid common oversights and protect what matters most.
Ready to put off procrastination and finally get your plan in order?
➡️ RSVP for our next estate planning workshop: resourcecenterinc.com/estate-planning
Bruce Porter is CEO and advisor at The Resource Center, Inc., a regular on KY3’s Money Matters and a trusted source for retirement and estate education across Springfield and the Ozarks. His education-first philosophy helps local families make informed, confident financial decisions.