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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 AmberlyDoug and Carl catch up to discuss their recent summer adventures. They discuss Carl’s FI-centric road trip & his future travel plans, Doug’s experience...
We’re giving away free copies of First to a Million: A Teenager’s Guide to Achieving Early Financial Independence by Dan Sheeks! Leave a comment...
We had a great sit-down with Diania and Maggie at Camp FI and fielded some fun and off-the-wall questions from the audience. Here are...