Estate Planning Insights and Listener Question | Episode 033

Episode 33 October 23, 2024 00:33:15
Estate Planning Insights and Listener Question | Episode 033
Mark's Money Mind
Estate Planning Insights and Listener Question | Episode 033

Oct 23 2024 | 00:33:15

/

Show Notes

In this episode Mark broadcasts one last time from Crested Butte, Colorado, before embarking on a two-month journey to Bali, Singapore, Australia, and New Zealand. This episode focuses on essential aspects of estate planning, such as the importance of wills, powers of attorney, healthcare directives and possibly a trust. 

Mark shares personal experiences, including updating his estate plan after significant life events, and offers valuable insights into managing estates and guardianship. Real-life examples highlight the severe consequences of inadequate estate planning. 

Additionally, Mark answers a listener question regarding calculating savings rates.

Episode Links:

Mark’s Money Mind YouTube Channel

Love, Loss, and Money: The Shocking Financial Aftermath of a FI Spouse’s Death | Amy (ChooseFI Episode 476)

Timestamps:

Other Episodes

Episode 51

July 31, 2025 00:52:29
Episode Cover

Life Transitions - Live from CampFI RM Week 3 | Episode 051

In this live recorded episode Mark and co-host Kevin Sebesta welcome a variety of guests from CampFI Rocky Mountain Week 3 in Colorado Springs. ...

Listen

Episode 48

July 03, 2025 00:46:37
Episode Cover

Mid-Year Financial Review - Strategies and Insights | Episode 048

In this episode Mark shares his comprehensive approach to a semi-annual financial review. Covering essential personal finance practices, Mark outlines steps for calculating net...

Listen

Episode 4

March 20, 2024 00:33:37
Episode Cover

The Financial Speedometer: Tracking Your Income & Expenses | Episode 004

In this episode, Mark discusses the process of creating an income and expense statement to track and manage personal finances. He provides detailed guidance...

Listen