Podchaser Logo
Home
Wealth Matters with Debra TaylorEpisode from the podcastWealth Matters with Debra Taylor
Next Episode
8 Things About Estate Planning

8 Things About Estate Planning

Released Tuesday, 17th September 2019
Good episode? Give it some love!
8 Things About Estate Planning

8 Things About Estate Planning

8 Things About Estate Planning

8 Things About Estate Planning

Tuesday, 17th September 2019
Good episode? Give it some love!
Rate Episode
About
InsightsPodchaser Pro
Reviews
Credits
Lists
Transcript

Estate planning is much more than you think. Making sure your documents are up to date is crucial. Things to consider:

  • Beneficiary Designation
  • The Will
  • What is part of an estate plan?
  • Taxes?
Show More
Rate
Get this podcast via API

From The Podcast

Wealth Matters with Debra Taylor

Debra Taylor is both a CPA and an attorney by training and has thus been able to uniquely prioritize retirement and tax planning in her wealth management practice over the last 20 years. She is a sought after voice in the industry being quoted by national publications such as Barrons, Smart Money, The Wall Street Journal, and other various trade publications. Now she is bringing that experience to the wider public! Tune in to hear Debbie speak about all the things that you need to consider in building your financial future. Topics will include: • How to help you not to run out of money • Help you pay fewer taxes in retirement • Items that every financial plan should include • And more! The show airs on public radio on Mondays from 12-1:00 PM EST on 1500AM in the local New York City/Northern New Jersey area. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

Join Podchaser to...

  • Rate podcasts and episodes
  • Follow podcasts and creators
  • Create podcast and episode lists
  • & much more

Episode Tags

Do you host or manage this podcast?
Claim and edit this page to your liking.
,

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features
Podchaser Logo

Podchaser is the ultimate destination for podcast data, search, and discovery. Learn More