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**Disclaimer: The podcast is for informational purposes. Maybe entertainment but we won't even make such a claim. You shouldn't take the info as financial, legal, or tax advice. We aren't certified financial planners or advisors. We're not qualified for much. So get advice from professionals.**
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1500 Days, Carl's Blog about Early Retirement
Email us here: [email protected] or [email protected] 0:00 - Intro 6:20 - Amberly's trust fund story 8:32 - Wills vs. Trusts - which is better? 10:24 - How to choose a trustee 14:04 - Benefits of a Trust 15:25 - Doug's situation 16:13 - What could happen to your money when you die 21:09 - Funding your Trust 22:28 - Life Insurance 24:50 - Is Whole Life Insurance worth it? 39:38 - Accelerated death benefits 41:21 - Trusting someone with your life 46:16 - Financial coaching and mentorship with AmberlyMoney Struggles, Celebrating Success, and Potential Return to Work (in the soundcheck) We discuss listeners' questions on their individual financial journeys. Topics covered include...
Doug and Carl talk about investment limit changes for 2022 and Back Door Roths. Here are a few highlights from our discussion: 401k and...
In this live recording, Carl interviewed JL Collins at the MMM HQ Co-Working space. Carl opened the evening with a quiz for audience members....