Ep4 - "The Inheritance Playbook" (p. 2023) by Chad Holmes, CFP

 #BLUFFbooks 📚 "The Inheritance Playbook" by Chad Holmes, CFP (2023) 💡Big Ideas Below ⬇️

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💡1.  Is Your Estate's Fate Probate? (Help Mom & Dad get their wills & trusts knocked out ASAP!)

💡2. The Executrix Unloaded (Being the executor of an estate is a BIG job - make it easy on your adult kids!)

💡3. Arrr...Where Me Buried Treasure?? (Leave a detailed "map" to all your assets)

💡4. Amateurs Give the Most Expensive Advice (Don't take your buddy's financial Rx - Talk to your own CFP). 

 💡5. The First Step to Recovery (Is realizing there's a problem!)

*This post is for general EDUCATIONAL purposes only. This is NOT financial, tax, or legal advice, & is not tailored to anyone’s unique personal situation. All investing involves risk, including potential loss of principle***

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Ian Gates

Host / Interviewer

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Ep3 - "The Richest Man in Babylon" by G.S. Clason (p. 1926), Ed. by Clifton & Kaleb Corbin (2022)

The #BLUFFbooks Podcast - Hosted by Ian Gates (20231118)

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Ep5 - "How to Avoid Trouble with the IRS" (p. 2022) by Kristine Stevenson, EA

The #BLUFFbooks Podcast - Hosted by Ian Gates (20231206)

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A podcast by Ian Gates

Book Reviews for Building, Leading, & Understanding Financial Freedom (BLUFF)

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