As a parent, I’ve always heard that it’s important to have your estate in order. You know … your trust and your will. But since I’ve never felt like I own an “estate”, I haven’t quite gotten everything in order per se.
I invited Cody Barbo and Patrick Hicks from Trust & Will to talk to us about the importance of a trust when it comes to protecting our family wealth and legacy. We also discuss the differences between a will and a trust.
Continue reading “Why You Need a Trust to Protect Your Family – with Cody Barbo and Patrick Hicks”
Last month, I threw down a challenge to start living on a monthly budget. This wealth building habit gives a purpose to every dollar you earn so your money doesn’t go wandering off. That is the essence of a zero-based budget. Every dollar gets a job whether it is for spending, saving, giving or investing.
If you’re married, it is super helpful to have a monthly get together to discuss your family budget. Discussions around where you’re spending money, things you’re saving up for and, most importantly, what are your long-term dreams for your marriage and your family.
Continue reading “Budget Your Way to Wealth (Results) & Protect Your Family’s Future”
Podcast: Play in new window | Download
Subscribe: Apple Podcasts | Android | Stitcher |