Unobscured podcast

Player FM - Internet Radio Done Right

2,597 subscribers

Vor sieben Jahren hinzugefügt

Inhalt bereitgestellt von iHeartPodcasts and Grim & Mild. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von iHeartPodcasts and Grim & Mild oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

NerdWallet's Smart Money Podcast

1
Estate Planning Made Simple and How to Handle Family Loans 32:09

vor 5 weeks32:09

Später Spielen

Listen

Gefällt mir

Geliked

32:09

Learn how to build a simple estate plan and lend or repay family money without hurting your relationships. What’s the first thing to do when creating an estate plan? What’s the smartest way to handle loans between friends or family? Hosts Sean Pyles and Elizabeth Ayoola break down estate-planning basics like wills, revocable trusts, living wills/advance healthcare directives, and durable powers of attorney — tools that can ensure your wishes are carried out and help your loved ones avoid probate. They also share when to update your documents, how beneficiary designations can override your will, and three simple to-dos to get started without feeling overwhelmed. Then, mortgage and student loans writer Kate Wood joins Sean and Elizabeth to answer a listener’s question about paying a loan back to her parents. They explore how family loans and lending circles work, why it’s important to put agreements in writing (and when notarizing helps), and the impact informal loans can have on your credit. They also weigh different ways to set money aside, comparing high-yield savings accounts with taxable brokerage accounts invested in ETFs and considering timelines, growth potential, and tax trade-offs. Want us to review your budget? Fill out this form — completely anonymously if you want — and we might feature your budget in a future segment! https://docs.google.com/forms/d/e/1FAIpQLScK53yAufsc4v5UpghhVfxtk2MoyooHzlSIRBnRxUPl3hKBig/viewform?usp=header In their conversation, the Nerds discuss: estate planning, will vs trust, revocable trust, living will, durable power of attorney, healthcare proxy, advance healthcare directive, probate explained, beneficiary designation vs will, update beneficiaries after marriage, how often to update a will, intestate meaning, avoid probate, family loan agreement, lend money to family safely, informal lending, lending circle, saving circle, notarized loan contract, pros and cons of family loans, protect relationships when lending money, credit score and informal loans, high-yield savings accounts, taxable brokerage accounts, ETF basics for beginners, repaying parents for college, fiduciary roles in estate planning, power dynamics of lending to friends, writing a repayment schedule, when to use a trust for minors, and retitling assets into a trust. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com . Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices…

Unobscured

Serie-Home•Feed

Each season of Unobscured digs deep into one of history's darkest and most misunderstood moments, and sheds light on the true story beneath the myth.

Explore the Salem witch trials (S1), the Spiritualist Movement (S2), Jack the Ripper (S3), and Grigori Rasputin (S4) through the narrative storytelling of Aaron Mahnke, along with prominent historian interviews.

81 Episoden

#Documentaries #iHeartRadio & Aaron Mahnke #History #Society #Aaron Mahnkes

Unobscured

2,597 subscribers

updated vor 3 Jahren

Serie-Home•Feed

Each season of Unobscured digs deep into one of history's darkest and most misunderstood moments, and sheds light on the true story beneath the myth.

81 Episoden

#Documentaries #iHeartRadio & Aaron Mahnke #History #Society #Aaron Mahnkes

Alle Folgen

Willkommen auf Player FM!

Player FM scannt gerade das Web nach Podcasts mit hoher Qualität, die du genießen kannst. Es ist die beste Podcast-App und funktioniert auf Android, iPhone und im Web. Melde dich an, um Abos geräteübergreifend zu synchronisieren.