The Stewardology Podcast

029: 7 Estate Planning Mistakes to Avoid in Retirement

April 13, 2021 The Stewardology Podcast Season 1
The Stewardology Podcast
029: 7 Estate Planning Mistakes to Avoid in Retirement
Chapters
The Stewardology Podcast
029: 7 Estate Planning Mistakes to Avoid in Retirement
Apr 13, 2021 Season 1
The Stewardology Podcast

Join Tim Russell, CFP®, and Rev. Drew Gysi as they discuss 7 Estate Planning Mistakes that you need to avoid as you approach and live in retirement!

You can access our show notes here.

Learn more at: StewardologyPodcast.com

Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review

Get in touch with us at: [email protected]
or call us at: (800) 688-5800

Send us episode ideas! StewardologyPodcast.com/idea


The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk including the potential loss of principal. Past performance is not a guarantee of future results.

Securities and advisory services offered through GWM, Inc Member FINRA/SIPC

Show Notes

Join Tim Russell, CFP®, and Rev. Drew Gysi as they discuss 7 Estate Planning Mistakes that you need to avoid as you approach and live in retirement!

You can access our show notes here.

Learn more at: StewardologyPodcast.com

Schedule a Personal Stewardship Review at: StewardologyPodcast.com/Review

Get in touch with us at: [email protected]
or call us at: (800) 688-5800

Send us episode ideas! StewardologyPodcast.com/idea


The topics discussed in this podcast are for general information only and are not intended to provide specific investment advice or recommendations.  Investing and investment strategies involve risk including the potential loss of principal. Past performance is not a guarantee of future results.

Securities and advisory services offered through GWM, Inc Member FINRA/SIPC