Episode 001 - Estate Planning ft. Ben Zamora
In this episode we dive in with Jaclyn Yoder and Ben Zamora to discuss the importance of estate planning & why it is important, now more than ever, to be buttoned up financially! This episode is littered with secret financial tips, and will assist getting you on track to being confident in your finances!
Timestamps:
00:30 - Introductions
02:15 - Ben’s transition to Wild Wealth from Wells Fargo
05:30 - Importance estate planning conversations with clients/family
06:51 - What is probate and how does it work?
08:24 - How to avoid probate
09:45 - Importance of looking at financial documents on an annual basis
10:20 - Difference between an estate plan and a will
13:58 - Online webinar announcement / how to register
14:26 - Conclusion / Outro