『Law and Financial Order』のカバーアート

Law and Financial Order

Law and Financial Order

著者: Warner Wealth
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This podcast investigates and decodes topics related to financial planning, estate planning, and trusts. Hosted by financial planner, Robyn Wolcott and attorney, Erin Duques.

© 2025 Law and Financial Order
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  • Don't Take My Money!
    2025/07/01

    How do you protect your money from being taken by the state? It starts with planning ahead.

    In this episode, Robyn and Erin break down how to prepare for long-term care before you need it. From in-home support with daily tasks to moving into a care facility, they'll walk you through what to consider, what to avoid, and how to stay in control of your finances and your future.

    Don't wait until it's too late---tune in and get ahead of the game.

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    30 分
  • Sailing my Yacht to Retirement
    2025/06/16

    How much do I need to retire? Retirement isn't an age, it's a number.

    It's not about turning 65--it's about knowing how much you'll need to live the life you want. In this episode of Law and Financial Order, Robyn and Erin discuss how to chart a course to your ideal retirement by breaking down how to calculate your retirement number and what to do if you're not quite there yet.

    Whether you're ahead of schedule or still hoisting the sails, this episode will help you steer your plan toward the retirement lifestyle you want.

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    20 分
  • Get Your House In Order
    2025/06/03

    When it comes to retirement, your home can be both your greatest asset and your biggest question mark. In this episode, Robyn and Erin tackle one of the most common (and emotionally charged) topics in financial planning: Should you pay off your mortgage before you retire?

    They weigh the pros and the cons of ditching that low-interest loan vs. investing those extra dollars in the market. How does this decision impact your overall retirement picture, including property taxes and long-term liquidity?

    Robyn and Erin also address the increasingly popular (and potentially risky) idea of putting your house in your kids' names. Is it a smart estate planning strategy, or one that won't work for you?

    If you've ever wondered how your home fits into your financial future, this episode will help you.... well, get your house in order!

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    18 分
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