Planning for the People You Love with Ethan and Stephanie Kelly of Providence Capital Management
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Planning for the People You Love with Ethan and Stephanie Kelly of Providence Capital Management
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概要
In this episode of the Robertson + Easterling podcast, Craig Robertson is joined by new podcast sponsor Ethan and Stephanie Kelly of Providence Capital Management for a practical, wide-ranging conversation about estate planning, wealth management, insurance and retirement strategies. This discussion is designed for anyone who wants a clearer understanding of how financial decisions made today shape long-term stability—whether you are navigating a major life transition like divorce or simply trying to be more intentional about your future. Together, they break down complex topics like estate planning instruments, as well as a discussion about retirement and beneficiary designations in a way that is approachable and grounded in real life. Ethan and Stephanie bring a fiduciary perspective focused on clarity, coordination, and thoughtful planning as opposed to fear or urgency. This episode is not about reacting to crisis. It is about understanding the systems that protect your family, your assets, and your long-term goals without government interference, and learning how legal and financial planning works best when aligned.