Wealth and Understanding: Conversations with Riverview Trust Company

Chris Cline

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INVESTING

We try to demystify estate and financial planning, so that our clients and friends can make decisions they feel good about.

09/10/2020

Estate Planning #5: Designing Trusts for your Kids

One of the most difficult parts of the estate planning process is figuring out whether to create trusts for your children or other heirs at your death, and how those trusts might work. This episode explores some key "design elements" for those trusts.

17 min
26/08/2020

Estate Planning #4: Do I Really Need a Will?

Wills have become a part of our cultural thinking. But are they always necessary? In this episode, we describe how wills work, when they're necessary and when they might not be.

16 min
26/08/2020

Financial Planning #3: Investing and the Law of the Farm

The late Stephen Covey, in his book, "First Things First," discussed the "law of the farm," and how it governs our lives. This episode applies his thinking on the subject to our investing approach

10 min
26/08/2020

Financial Planning #2: What Do I Need to Know about Investment Theory?

Investment theory sounds pretty dry. But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments. This episode looks at Modern Portfolio Theory, behavioral finance and our views of money and investments.

23 min
12/08/2020

Estate Planning #3: Who Should be your Trustee?

Choosing a fiduciary can be a challenge. We provide some guidlines.

13 min
09/08/2020

Estate Planning #2: What are Trusts, Anyway?

Trusts are often discussed but poorly understood in the estate planning process. In this episode, we explain the different roles trusts can play.

14 min
09/08/2020

Estate Planning #1: Where Does Your Stuff Go When You Die?

In this episode, we examine the ways in which "titling" (the form in which you own your assets) affects the way your assets pass at death. Improperly titling your assets can potentially unravel your estate plan!

10 min
09/08/2020

Financial Planning #1: Can Money Buy Happiness?

In this episode, we examine what research tells us about money's role in our happiness.

13 min

8 Episodes

We try to demystify estate and financial planning, so that our clients and friends can make decisions they feel good about.

Creator

Chris Cline
Years Active

2K
Episodes

8
Rating

Clean
Show Website

Wealth and Understanding: Conversations with Riverview Trust Company

Wealth and Understanding: Conversations with Riverview Trust Company

Episodes

Estate Planning #5: Designing Trusts for your Kids

Estate Planning #4: Do I Really Need a Will?

Financial Planning #3: Investing and the Law of the Farm

Financial Planning #2: What Do I Need to Know about Investment Theory?

Estate Planning #3: Who Should be your Trustee?

Estate Planning #2: What are Trusts, Anyway?

Estate Planning #1: Where Does Your Stuff Go When You Die?

Financial Planning #1: Can Money Buy Happiness?

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