Boomers, Bucks, and Bling Podcast
Unlock the secrets to financial success with the Boomers, Bucks, and Bling Podcast!
Hosted by Carl Spiteri, a veteran Mortgage Loan Originator with over 30 years of experience, this podcast is your ultimate guide to mastering the financial intricacies of buying, selling, and lending in today's dynamic market. Whether you're a home buyer, lender, or seller, Carl's expert insights and practical advice will empower you to make informed decisions that lead to lasting financial stability.
Each episode breaks down complex financial concepts into easy-to-understand discussions, featuring everything from credit scoring and budgeting tips to the latest trends in commercial and residential lending. With guest appearances from industry professionals and real-world examples, Boomers, Bucks, and Bling offers valuable perspectives that can help you navigate the financial landscape with confidence.
Tune in to stay ahead of the curve and take control of your financial future!
Boomers, Bucks, and Bling Podcast
Boomers Bucks and Bling Ep. 15 | Why You Need a Living Trust Before Retirement
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Boomers Bucks and Bling Ep. 15 | Why You Need a Living Trust Before Retirement
Welcome back to Boomers Bucks and Bling—where retirement planning meets real talk, real strategy, and a little bit of sparkle ✨.
In this episode, host Carl Spiteri sits down with estate planning attorney Danielle Barger, founding partner at Barger & Batiste Law. Together, they unpack why a living trust isn’t just a good idea—it’s essential, especially if you're nearing or in retirement.
🧠 In This Episode, You'll Learn:
Why a living trust matters more than just “avoiding probate”
What happens if one spouse becomes incapacitated without proper documents
The real costs of not having a trust (spoiler: it’s expensive)
Why reverse mortgage borrowers especially need to plan ahead
The truth about transfer-on-death deeds, powers of attorney, and healthcare directives
How to avoid probate delays, legal headaches, and family conflicts
👩⚖️ About Our Guest:
Danielle Barger is a leading San Diego estate planning attorney specializing in trusts, wills, probate, and incapacity planning. Learn more at:
🌐 https://dbsquaredlaw.com
📞 (858) 886-7000
🎧 Listen to More Episodes:
Spotify: https://ow.ly/ttaN50TZH81
Apple Podcasts: https://ow.ly/cFb350TZH84
YouTube Playlist: https://ow.ly/cwaf50TZH8u
🔔 Don't forget to subscribe and drop a comment! Let us know what retirement topic you’d like us to cover next.
Let’s Connect!
Call: (858) 526-3037
Email: carl.spiteri@originpoint.com
Carl Spiteri NMLS ID: 286890
Producing Partnership Branch Manager | OriginPoint Mortgage NMLS #2185899
Licensed in: AZ, CA, CO, FL, ID, MI, OR, TN, TX, WA
OriginPoint LLC; NMLS #2185899; For licensing information visit nmlsconsumeraccess.org. Equal Housing Lender. AZ: OriginPoint LLC - 15333 North Pima Road, Suite 305, Office 337, Scottsdale, AZ 85260, Mortgage Banker License #1038328• CA: Licensed by the Department of Financial Protection and Innovation (DFPI) under the California Residential Mortgage Lending Act RMLA #41DBO-150076
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