Estate planning doesn’t have to be scary or expensive to be effective. Greg sits down with attorney Tyler Gluth to demystify the essentials—what really belongs in a basic plan, how to keep your loved ones out of court, and why beneficiary designations can quietly override everything you wrote in your will. We get real about the documents every adult should have, the pitfalls that create family rifts, and the simple steps that turn confusion into clarity. We start with the foundation: a will ...
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Estate planning doesn’t have to be scary or expensive to be effective. Greg sits down with attorney Tyler Gluth to demystify the essentials—what really belongs in a basic plan, how to keep your loved ones out of court, and why beneficiary designations can quietly override everything you wrote in your will. We get real about the documents every adult should have, the pitfalls that create family rifts, and the simple steps that turn confusion into clarity. We start with the foundation: a will ...
Episode 157: Don't Put All Your Fish in One Basket: The MPT Playbook
Money Matters with Greg
28 minutes
8 months ago
Episode 157: Don't Put All Your Fish in One Basket: The MPT Playbook
Dive into the fascinating world of Modern Portfolio Theory with wealth management expert Greg Farrall as he breaks down this Nobel Prize-winning investment framework into digestible, practical insights. Using engaging analogies from cooking to championship sports teams, Greg demonstrates how diversification creates resilient portfolios that can weather market volatility while still pursuing meaningful growth. The timing couldn't be more relevant as Greg shares a comprehensive market update h...
Money Matters with Greg
Estate planning doesn’t have to be scary or expensive to be effective. Greg sits down with attorney Tyler Gluth to demystify the essentials—what really belongs in a basic plan, how to keep your loved ones out of court, and why beneficiary designations can quietly override everything you wrote in your will. We get real about the documents every adult should have, the pitfalls that create family rifts, and the simple steps that turn confusion into clarity. We start with the foundation: a will ...
