Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
For most of us, financial planning and investing are intimidating and overwhelming subjects. There are so many elements to consider and so much information from a seemingly endless sea of voices. What if you could cut through the confusion to finally feel confident and in control of your finances? It’s time to get smart about money. In this podcast, you will hear Mike and Maddie have honest conversations about financial concepts and situations you might be facing right now, rules and best practices for you to follow, and how to make sense of the financial media - what you really need to know. You will also hear local Yardley and Bucks County businesspeople talk about their businesses, their successes, and their challenges.
Not Just Numbers: Honest Conversations with a Financial Advisor (and Lawyer!)
Ep. 62 The Hidden Cost of Estate Planning Errors Then Joined by Shellee Howard from College Ready
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In this episode of Not Just Numbers, Mike and Madison break down a costly estate planning mistake that led one family to pay $1.5 million in unnecessary taxes. Using a recent Wall Street Journal case as an example, they explain how filing errors and missed portability elections can erase major tax benefits for heirs. Tune in to learn how to avoid these common estate tax pitfalls, why filing even when no taxes are due matters, and how proper planning can protect your family’s wealth for generations. Later in the episode, Mike and Maddie sit down with Shellee Howard, founder of College Ready, Certified Educational Consultant, and two-time bestselling author. Shellee shares how she guided her own four children, one a Harvard graduate, to graduate debt-free, and how she now helps families around the world navigate the complex world of college admissions and financial aid. Whether your child is in middle school, high school, or about to send off applications, this episode will help you make smarter, more confident college decisions.
Wall Street Journal article: https://www.wsj.com/personal-finance/taxes/estate-taxes-portability-planning-mistakes-26111632?gaa_at=eafs&gaa_n=ASWzDAh4ABe7RUwCefArlc4WRH-DaE3FHzfoFogHGCAB4fVO7GDJQZ4eItEw&gaa_ts=68a48807&gaa_sig=taVvcCuHsvFdarXJVp5Ofj9x7e6lcfcWUAJDzPHlrN5Kg2UHNgbvaR2C1_GA22bmORuHGPUOsir_XPyoC_aL0g%3D%3D
Connect with Shellee Howard
30-minute discovery call with Shellee Collegereadyplan.info
The College Admissions Plan Simplified by Shellee Howard
How to Send Your Student to College Without Losing Your Mind or Your Money By Shellee Howard
