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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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Email us here: doug@milehighfi.com or carl@milehighfi.com 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 AmberlyWe catch up with 3 people from Get Smart with Money (on Netflix) about the documentary, why they did it, and what they learned....
Doug and Mark Trautman discuss a listener question regarding whether it’s better to pay off a low-interest mortgage (2.5%) or invest the money instead. ...
Doug and Carl chat with Air Force veteran & physician B.J., who shares his journey toward Financial Independence and life beyond material success. B.J....