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The Mistakes That Can Haunt Your Estate

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Manage episode 514885061 series 3561330
Content provided by Impact Partnership and Jim Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Fox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens to your legacy when your wishes aren’t clearly planned—or when life throws unexpected changes your way? This episode of Financial Straight Talk with Jim Fox dives into the complexities of wills, trusts, and beneficiary decisions, revealing why legacy planning is never “one and done.” Learn how family dynamics, changing relationships, and overlooked details can derail your intentions. Discover why a true financial plan goes beyond products and investments, and why ongoing communication is key to ensuring your money does what you want—now and for generations to come.

Ready to connect with Jim today? Get some Financial Straight Talk!

Follow us on social media: YouTube | Facebook

See omnystudio.com/listener for privacy information.

  continue reading

196 episodes

Artwork
iconShare
 
Manage episode 514885061 series 3561330
Content provided by Impact Partnership and Jim Fox. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Fox or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

What happens to your legacy when your wishes aren’t clearly planned—or when life throws unexpected changes your way? This episode of Financial Straight Talk with Jim Fox dives into the complexities of wills, trusts, and beneficiary decisions, revealing why legacy planning is never “one and done.” Learn how family dynamics, changing relationships, and overlooked details can derail your intentions. Discover why a true financial plan goes beyond products and investments, and why ongoing communication is key to ensuring your money does what you want—now and for generations to come.

Ready to connect with Jim today? Get some Financial Straight Talk!

Follow us on social media: YouTube | Facebook

See omnystudio.com/listener for privacy information.

  continue reading

196 episodes

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