Episode 82: Angel Latterell | Estates and Planning Investor Smarts
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- Investing
Today, Candice welcomes Angel Latterell to talk all about estates and planning. This is an important topic - especially for entrepreneurs who may not know that this is something to think about in advance!
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Like what you hear? Make sure to share with your colleagues and loved ones, and rate and review us on iTunes!
Show Notes:
0:35 - What we are talking about today!
1:11 - Angel talks us through her journey into estate planning (and why it's important!)
10:55 - It's never too early to start planning
13:29 - Getting over "they can figure it out when I die" mentality - planning asset management and minors in the will
20:56 - On life insurance
27:47 - Looking at life as a creative force to move past paycheck-to-paycheck mentality and build wealth
32:05 - On being an advisor throughout someone's life
38:55 - The Life binder
46:43 - Are a lot of people writing their instructional and last letters to loved ones while planning?
52:06 - How to connect with Angel!
Today, Candice welcomes Angel Latterell to talk all about estates and planning. This is an important topic - especially for entrepreneurs who may not know that this is something to think about in advance!
- - - - -
Like what you hear? Make sure to share with your colleagues and loved ones, and rate and review us on iTunes!
Show Notes:
0:35 - What we are talking about today!
1:11 - Angel talks us through her journey into estate planning (and why it's important!)
10:55 - It's never too early to start planning
13:29 - Getting over "they can figure it out when I die" mentality - planning asset management and minors in the will
20:56 - On life insurance
27:47 - Looking at life as a creative force to move past paycheck-to-paycheck mentality and build wealth
32:05 - On being an advisor throughout someone's life
38:55 - The Life binder
46:43 - Are a lot of people writing their instructional and last letters to loved ones while planning?
52:06 - How to connect with Angel!
53 min