Here’s what we cover in this episode:
🔄 The Job Hopper: advisors who bounce from firm to firm
📦 One-Size-Fits-All Planning: when every client gets the same solution
💼 Always in Sales Mode: constant pitching instead of real planning
❓ No Information Gathering: watch out when advisors make recommendations without learning your goals
📵 Radio Silence: advisors who disappear after the paperwork is signed
🎬 Clickbait gurus: solo advisors with no support team
Your Guide:
💼 Want expert help in planning for your financial future?
Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg
How can naming your spouse as beneficiary create unintentional tax problems? Most people assume naming their spouse as the IRA beneficiary is the safest and simplest option, but Scott explains why that isn’t always true. In this episode, he walks through several real-life situations where choosing a spouse can unintentionally (and negatively) impact taxes, fuel family conflict, or even jeopardize government benefits.
Dive Into This Episode:
0:00 – Intro
1:09 – #1: When Your Spouse Already Has More Than Enough Assets
2:22 – #2: When Your Spouse is Vulnerable to Scams or Exploitation
5:32 – #3: When You’re Concerned About Remarriage
7:07 – #4: Blended Family Situations
8:18 – #5: When Your Spouse Has Special Needs
Watch Scott’s videos to Protecting Yourself from Scams:
