A Wiser Retirement®
From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom!
A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.
A Wiser Retirement®
307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and how 10 common trust types work in real life.
Related Podcast Episodes:
Ep 295: What Happens If You Die Without a Will? The Legal Nightmare
Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?
Ep 233: How Second Marriages and Blended Families Impact Estate Planning
Related Financial Education Videos:
Prevent Family Conflict with Legacy Planning
Does inheritance count as income?
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This podcast was produced by Wiser Wealth Management. Thanks for listening!