In this week's episode of Last Paycheck Podcast, CFP Professional Rob Hoxton and Financial Advisor Jimmy Sutch dive into the essentials of estate planning—a topic that can feel overwhelming, but is crucial for everyone, not just the wealthy.

Rob and Jimmy break down the three key documents you need:
- a will
- a healthcare directive
- a power of attorney

They explain why simply having these documents—no matter how basic—can save your loved ones from confusion and legal battles. They share real-life examples about the pitfalls families face when estate plans are neglected, emphasizing the peace of mind proper planning brings.

Whether you’re just starting or nearing retirement, this episode is packed with practical advice to help you protect your wishes and your family’s future.

Get the Estate Planning Worksheet: https://hoxtonpm.com/worksheets/estate-planning-checklist/

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Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Watch on YouTube: https://youtu.be/mu4uvO2Xp1w

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

Visit: http://www.thelastpaycheck.com

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.