Episode 17
Smart Money Moves to Make While You're Still Mentally Sharp
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
As we age, many of us will experience cognitive decline, maybe minor, but perhaps major.
On the latest episode of Path to Abundant Living, we’re looking at some ways to potentially safeguard your assets from wealth-destroying mental money mistakes before that time comes.
Here’s a look at how to do it!
Timecodes:
0:06 - Introduction and overview on the topic of the day
1:38 - We don't want to think about losing our mental edge
2:47 - These are important conversations to begin having
4:22 - Start planning efforts as early as you can
5:50 - The steps people should be considering while they're still mentally sharp
7:24 - You should be open about your wishes
10:20 - The formal documents and legal steps you should be considering
13:02 - The common mistakes that can be made during this time
16:02 - How you can get in touch with Matt and Scott
17:30 - Closing remarks
Connect with Scott Morrison and Matt Nordmann:
