Greg and Connor take an extensive look at proper estate planning for today.  They cover what is needed, how to avoid probate, and the vital importance of reviewing your estate plan.  You may be surprised to learn that in many or most cases, you need more than a will.

Reach Greg at 800-940-9616.

Unfiltered Retirement

 

Greg and Connor take an extensive look at proper estate planning for today.&nbsp; They cover what is needed, how to avoid probate, and the vital importance of reviewing your estate plan.&nbsp; You may be surprised to learn that in many or most cases, you need more than a will.
Reach Greg at 800-940-9616.
<a href="https://unfilteredretirement.com">Unfiltered Retirement</a>
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Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement & insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle — from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you’re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.

Tune in for honest insights, practical steps, and a bit of tough love — because retirement isn’t a vacation, it’s the rest of your life.

Real talk on what retirement really means. Host Gregg Berrian draws on 15 years as a retirement &amp; insurance advisor at Capital Financial Advisory Group to give no-fluff guidance on retirement income, healthcare, Social Security, and legacy planning. Each episode walks you through a different piece of the retirement puzzle &mdash; from how to squeeze every eligible dollar out of Social Security, to structuring income in a way that lasts, to safeguarding your nest-egg from taxes, market swings, and health costs. If you&rsquo;re tired of vague retirement advice and want personalized strategies that reflect real life, this show speaks your language.
Tune in for honest insights, practical steps, and a bit of tough love &mdash; because retirement isn&rsquo;t a vacation, it&rsquo;s the rest of your life.