Premium Only Content
The Unleashed Fiduciary
This episode of the Ditch the Suits focuses on the critical importance of estate planning and the common mistakes people make in this area.
Travis and Steve welcome Jessica Blake, a Senior Wealth Manager and Certified Trust & Fiduciary Advisor (CTFA) from S.E.E.D. Planning Group, with extensive experience in estate planning, to share her insights.
They discuss what constitutes an adequate estate plan and debunk the misconception that it's merely about having a will or life insurance. Jessica emphasizes the value of understanding the intricacies of estate planning, including tax implications and the potential for family conflict when things go awry. She also discusses the significance of the CTFA credential, the role of fiduciaries, and the transition from estate planning to comprehensive financial planning.
You will appreciate Jessica's engaging anecdotes and the collaborative culture at S.E.E.D. Planning Group, which allows for a more holistic approach to financial and estate planning.
-
LIVE
SpartakusLIVE
5 hours ago#1 Solo Savant stream DEEP into the night || PUBG Later Tonight?!
994 watching -
13:56
Clintonjaws
10 hours ago $0.05 earnedEntire Room Speechless As Poilievre Snaps & Puts TV Hosts In Their Place
16.8K11 -
4:23:32
EricJohnPizzaArtist
1 day agoAwesome Sauce PIZZA ART LIVE Ep. #67: HALLOWEEN SPECIAL tribute to “Need to Breathe”
43.3K9 -
2:26:26
Nerdrotic
6 hours ago $0.21 earned3I/Atlas : A Cosmic Horror or a New Interstellar Understanding? | Forbidden Frontier #122
186K16 -
54:56
Sarah Westall
4 hours agoHidden Biblical Writings: Evidence Based Investigation, Worlds First Collection w/ Matthew McWhorter
16.5K11 -
megimu32
3 hours agoOTS: Great Scott! How Back to the Future Changed Movies Forever
16.1K7 -
LIVE
CassaiyanGaming
3 hours ago🟢LIVE - The OUTLAST Trials with JahBless & CatDog
139 watching -
10:54
Nate The Lawyer
2 days ago $1.20 earnedNEW Charges & Lawsuit For Fake Doctor Illegal Who Ran Schools For Decades
34.1K26 -
2:34:44
Joker Effect
3 hours agoSTREAMER NEWS: Adin Ross, LupLupka, SideScrollers, N3on, TrainwrecksTv, Cuffem, WestCol, BottedWTF.
11.8K6 -
3:04:40
IsaiahLCarter
1 day ago $0.18 earnedWill New York City Choose Communism? || APOSTATE RADIO 032 (with John D. Macari)
22.9K9