Are you preparing for the future financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about investing rules, part of financial wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.

Steve cites four simple rules: 1) be invested, in stocks and bonds; 2) be diversified; 3) rebalance at least quarterly – and most people don't rebalance often enough; and 4) review your fees – not the only thing that matters, but some are paying a lot more than needed.
Legacy Estate Planning at Answers for Elders
Legacy Estate Planning website or call 425-455-6788
More podcasts with Steve Waltar
Find an attorney near you at the American Academy of Estate Planning Attorneys website
Vitality Revolution podcast series
More podcasts on Financial Wellness
Check out our affiliate podcast Alzheimer’s Speaks

Are you preparing for the future financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about investing rules, part of financial wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.
Steve cites four simple rules: 1) be invested, in stocks and bonds; 2) be diversified; 3) rebalance at least quarterly – and most people don't rebalance often enough; and 4) review your fees – not the only thing that matters, but some are paying a lot more than needed.
<ul>
<li><a href="https://answersforelders.com/legacy-estate-planning/">Legacy Estate Planning</a> at Answers for Elders</li>
<li><a href="https://www.waltar.com/">Legacy Estate Planning website</a> or call 425-455-6788</li>
<li><a href="https://answersforelders.com/legacy-estate-planning/steve-waltar/">More podcasts</a> with Steve Waltar</li>
<li><a href="https://aaepa.com/member-listing/">Find an attorney near you</a> at the American Academy of Estate Planning Attorneys website</li>
<li><a href="https://answersforelders.com/vitality-revolution/">Vitality Revolution</a> podcast series</li>
<li><a href="https://answersforelders.com/vitality-revolution/financial-wellness/">More podcasts</a> on Financial Wellness</li>
<li>Check out our affiliate podcast <a href="https://alzheimersspeaks.com/">Alzheimer’s Speaks</a></li>
</ul>

Answers for Elders is the North Star in Navigating Senior Care.  Our content is designed to Empower Seniors and their Families through the Daunting Journey of Aging.

Featuring our host, Suzanne Newman and top industry providers across the USA, together, we support, coach and assist seniors, caregivers and their families in finding the best independent solutions in world of aging, with a comprehensive line-up of topics covering Health & Wellness, Life Changes, Living Options, and Money & Law.

Answers for Elders is the North Star in Navigating Senior Care.  Our content is designed to Empower Seniors and their Families through the Daunting Journey of Aging.
Featuring our host, Suzanne Newman and top industry providers across the USA, together, we support, coach and assist seniors, caregivers and their families in finding the best independent solutions in world of aging, with a comprehensive line-up of topics covering Health &amp; Wellness, Life Changes, Living Options, and Money &amp; Law.

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Empowering Seniors and their Families through the Daunting Journey of Aging

For Caregivers: If you're caring for a senior loved one, or navigating later life care, we help make the journey so much easier for you and your family.

For Seniors: We help you be proactive to prepare for your aging years ahead, honoring your wishes.

Featuring our host, Suzanne Newman and top industry providers across the USA, together, we support, coach and assist families in finding the best independent solutions in world of aging, with a comprehensive line-up of topics covering Health & Wellness, Life Changes, Living Options, and Money & Law.

Empowering Seniors and their Families through the Daunting Journey of Aging
For Caregivers: If you're caring for a senior loved one, or navigating later life care, we help make the journey so much easier for you and your family.
For Seniors: We help you be proactive to prepare for your aging years ahead, honoring your wishes.
Featuring our host, Suzanne Newman and top industry providers across the USA, together, we support, coach and assist families in finding the best independent solutions in world of aging, with a comprehensive line-up of topics covering Health &amp; Wellness, Life Changes, Living Options, and Money &amp; Law.

Answers for Elders

Are you preparing for the future financially? Attorney Steve Waltar from Legacy Estate Planning joins Suzanne to talk about investing rules, part of financial wellness, one of the eight foundational principles of senior wellness featured this summer in the Vitality Revolution podcast series.

Financial Wellness: Investing Rules

https://api.omny.fm/orgs/5e27a451-e6e6-4c51-aa03-a7370003783c/clips/3889b035-53c1-4fb8-ae84-b1d5013872fa/transcript

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