Segment 1 (5:11): Greg, Brian, and Marissa from Stamm Law Firm join Joe as his first guests. Today they are discussing wills and if your will is set in stone when you or a loved one passes. Hear how having a plan for your money can help you if you ever end up in a nursing home. Also tune in to hear how having a lawyer help you with this plan in advance will save you money and stress. Then hear Marissa share how she works with clients to prep their assets. To learn more about everything The Stamm Law Firm can help you with visit HERE!
Segment 2 (20:39): Joe’s second guest is Dr. Amy Beth Taublieb and today they are finishing their discussion of addiction. First hear the many things that are considered addictive behavior. Then hear how as a family member, you can deal with an addict that is in your family. Hear what her number one tip is if you are a family member of an addict- it will surprise you! Next Dr. Taublieb shares the difference between addiction and compulsive behavior and how YOU are not responsible for anyone else’s behavior. To learn more about her services and about her most recent book visit HERE!
Segment 3 (32:48): The third guests today are Joe and Joe from Andrew’s Estate Service. First hear what they do and when and why they started. Next hear how they specialize in downsizing, especially for seniors, and the process they use to help an individual do that. Then hear the advice they give to a client on how to decide when to get rid of things after a certain number of years and why it is that people keep things for so long. Also hear the interesting thing they do when they come across a weapon that may be worth a lot of money or from a long time ago. To learn more about what they do visit them HERE!
Segment 4 (48:53): Dan Kautz from Kautz Financial wraps up our show today. In this segment, Dan and Joe are discussing long term care insurance and long term policies. First hear Dan explain what exactly it is and in general if it is worth it (but don’t forget- every situation is different!). Dan shares the general good and bad of these policies, so you can decide if it is right for you. Dan’s overall advice is to do the research, get the information, find out your options, and make a plan with someone who can help- a lawyer and a financial planner! To learn more about Dan and Kautz Financial visit HERE!