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Contenu fourni par Chris Lopez - Denver Investment Broker. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Chris Lopez - Denver Investment Broker ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
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Wholesaling Inc with Brent Daniels
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#505: First Steps: Strategies for Dealing with Financial Matters After the Death of a Loved One
Manage episode 415510771 series 1509138
Contenu fourni par Chris Lopez - Denver Investment Broker. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Chris Lopez - Denver Investment Broker ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Shane Phillips joins Chris Lopez to share the essential steps for real estate investors and business owners when faced with unexpected loss. Learn from Shane’s personal journey and his creation of the “First Steps” program, designed to guide individuals through the financial and practical aspects following a loss. From funeral planning and accessing accounts to managing real estate or business assets, today’s episode is crucial for preventing financial stress after a death.
(02:19) What is “First Steps”?
(11:40) Common Mistakes with Estate Planning
(16:08) Planning for Bank Accounts
(20:40) Beneficiaries for Investment Accounts
(26:22) First Steps Course Details
(31:46) Social Media and Digital Assets
Links from the podcast:
Reach out to Shane:
Ready to take the First Steps course? We’re offering it to our listeners 100% for free:
304 episodes
Partager
Manage episode 415510771 series 1509138
Contenu fourni par Chris Lopez - Denver Investment Broker. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Chris Lopez - Denver Investment Broker ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.
Shane Phillips joins Chris Lopez to share the essential steps for real estate investors and business owners when faced with unexpected loss. Learn from Shane’s personal journey and his creation of the “First Steps” program, designed to guide individuals through the financial and practical aspects following a loss. From funeral planning and accessing accounts to managing real estate or business assets, today’s episode is crucial for preventing financial stress after a death.
(02:19) What is “First Steps”?
(11:40) Common Mistakes with Estate Planning
(16:08) Planning for Bank Accounts
(20:40) Beneficiaries for Investment Accounts
(26:22) First Steps Course Details
(31:46) Social Media and Digital Assets
Links from the podcast:
Reach out to Shane:
Ready to take the First Steps course? We’re offering it to our listeners 100% for free:
304 episodes
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Similaire à Denver Investment Real Estate
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
This famously is the year of elections. So the Stephanomics feed has been taken over by our bonus series, Voternomics. It’s a weekly look at the way geopolitics - and elections - are upending the longstanding assumptions of policymakers and business people around the world. Hosted by Stephanie Flanders, head of Bloomberg Economics and former BBC economics editor, former government advisor Allegra Stratton and Opinion columnist and author Adrian Wooldridge.
…
continue reading
Montgomery & Company (MoCo) is a weekly podcast and radio show hosted by two-time WNBA Champion and Co-Owner/Vice President of the Atlanta Dream, Renee Montgomery, in partnership with WABE Atlanta. Both insightful and compelling, MoCo features interviews with some of the world’s top athletes, entertainers, and innovators as well as roundtable discussions with Renee’s colleagues, friends, and family, about sports, culture and building generational wealth. Montgomery & Company: Sports, Cultu ...
…
continue reading
1
Wholesaling Inc with Brent Daniels
Find distressed properties for pennies on the dollar and turn them for huge profits!
Let’s face it, Real estate education has lost the script. Everybody “claims” to have the secret sauce. They get you to sign up, get you to bite on a “magic” formula, but there’s no real tools to get there. There’s so much talk, no practical steps. It’s not instructional, it’s hype. The ideas aren’t focused on your success, it’s focused on theirs. Well, it doesn’t have to be that way. If you’ve been searching for a way to escape the rat race and achieve true financial freedom wholesaling real ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
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continue reading
Player FM - Application Podcast
Mettez-vous hors ligne avec l'application Player FM !
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