Who You Gonna Call? ... Not Ghostbusters
In this episode of Something More with Chris Boyd, Chris is joined by Jeff Perry and
Russ Ball from the AMR team at Wealth Enhancement. The dialogue begins with brief
commentary on the ongoing Government Shutdown and the potential economic impacts.
Next, they dive into the crucial but often overlooked aspect of financial and estate
planning. The conversation focuses on organizing your assets and key contacts for life's
unexpected moments. From digital accounts and estate documents to everyday service
providers and emergency contacts, they explore how a simple "Who to Call" list can
make a world of difference for your loved ones. The trio reflects on insights from our
recent webinar with Digital Wrangler Kate Huffnagle - check the show notes for a link!
Whether you are the one managing the household finances or just want to ensure your
family is prepared, this episode is packed with practical advice to help you get organized
and stay ready.
#FinancialPlanning #EstatePlanning #DigitalLegacy #WealthManagement
#ChrisBoyd #WealthEnhancementGroup #Preparedness #FamilyFinance
#LegacyPlanning
Click the link below to review the recent episode with the Digital Wrangler:
https://www.youtube.com/watch?v=hzaB0ubhqPI&list=PLzxw58ckeLybSvPMh2C7
p9dcRTLuyB3N6&index=69
For more information or to reach TEAM AMR, click the following link:
https://www.wealthenhancement.com/s/advisor-teams/amr
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