🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - You can make six figures, max your 401(k), and still feel bro...
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🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - You can make six figures, max your 401(k), and still feel bro...
Inheriting a Home Shouldn’t Be This Hard… In this episode, Dr. Preston Cherry breaks down why so many families run into legal trouble when passing down their home—and how a Transfer on Death Deed (TODD) can make things much easier. Takeaways: • Avoid probate delays • Keep control while alive • Name your home’s heir • Protect emotional legacy • Pair with a trust 00:00 Intro 00:58 The Importance of Transfer on Death Deeds 01:25 Steps to Implement a TOD Deed 03:01 Limitations and Consideratio...
The Financial Harmony™ Podcast
🚨$250k+ household income and $500k+ assets...? You’re ready for a personalized plan! Book your FREE retirement readiness call 👉 https://www.concurrentfp.com/ Want confidence that your retirement plan ACTUALLY works? Get it inside my Financial Harmony™ membership ($115/month) 👉 https://www.concurrentfp.com/financial-harmony-membership/ Take the Gen X Retirement Readiness Quiz...📊 https://concurrentfp.typeform.com/genx-scorecard - You can make six figures, max your 401(k), and still feel bro...
