In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family. Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning? Ep 233: How Second Marriages and Blended Families Impact Estate Pla...
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In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family. Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning? Ep 233: How Second Marriages and Blended Families Impact Estate Pla...
305. Just Moved to a New State? Here’s Your Financial To-Do List
A Wiser Retirement®
31 minutes
1 month ago
305. Just Moved to a New State? Here’s Your Financial To-Do List
In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® is joined by Financial Advisor William Medcalf, CFP® to discuss the financial implications of moving across state lines, and how a change in location can also mean major changes to your financial life. Related Podcast Episodes: - Ep 77: Tips for Moving to Lower Tax States - Ep 274: Buying a Home in the Best School District: What You Need to Know Related YouTube Videos: Should I in...
A Wiser Retirement®
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family. Related Podcast Episodes: Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning? Ep 233: How Second Marriages and Blended Families Impact Estate Pla...
