Wealth and Understanding: Conversations with Riverview Trust Company

Chris Cline
  • 5.0 (2)
  • INVESTING

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

Episodes

  1. 12/15/2025

    Financial Planning #4: How do Stocks Work?

    We all talk about the "stock market," but not everyone understands how it works.  In this episode, we discuss some of the basics about stocks, mutual funds and ETFs.

    14 min

  2. 10/09/2020

    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

  3. 08/26/2020

    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

  4. 08/26/2020

    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

  5. 08/26/2020

    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

  6. 08/12/2020

    Estate Planning #3: Who Should be your Trustee?

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

    13 min
  7. Estate Planning #2: What are Trusts, Anyway?

    08/09/2020

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

    08/09/2020

    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

  9. 08/09/2020

    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
  • 9 Episodes

Ratings & Reviews

5
out of 5
2 Ratings

About

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

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