TRUST GBS with Lori Bolander and Lauren Gallagher, Episode 17

In this episode of TRUST GBS, Lauren Gallagher and guest co-host filling in for Lori Bolander, Carly Maganuco, speak with Donovan Filpi, Senior Vice President and Wealth Management Advisor with Merrill Lynch, where he has spent nearly two decades helping individuals, families, fiduciaries, and professionals navigate complex financial decisions with confidence.

Donovan is especially well known in the trust and estates and fiduciary community for his work in special needs planning, retirement planning, and investment management, and he frequently presents at estate planning, special needs, and fiduciary conferences throughout California.

Tune in to the episode to hear about:

* Donovan Filpi on the early-career money habit that quietly wrecks saving: letting income dictate spending instead of the reverse

* Is skipping your 401(k) match actually costing you a guaranteed 100% return?

* The life events, from marriage and birth to death and divorce, that should trigger an immediate financial and estate review

* What financial blind spots trip up first-time trustees who inherit a role they never trained for?

* Donovan Filpi's checklist for stepping into a trustee role: income sources, recurring expenses, and liabilities first

Learn more about Donovan Filpi:

* Connect with Donovan on LinkedIn: https://www.linkedin.com/in/donovanfilpifinancialplanner

* Get in touch with Donovan: https://advisor.ml.com/sites/ca/carlsbad-ca/the-special-needs-team/donovan.r.filpi

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About the TRUST GBS podcast with Lori Bolander and Lauren Gallagher:

In each episode of TRUST GBS, we'll get together with other professionals and have fun talking about trust and estate matters.

Watch more episodes of TRUST GBS:

* YouTube: https://www.youtube.com/@LawGBS

Connect and learn more from your hosts, Lori Bolander and Lauren Gallagher:

* Connect with Lori on LinkedIn: https://www.linkedin.com/in/lori-bolander-a62b97177

* Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lauren-gallagher-3b213b12

* Visit Lori and Lauren’s firm’s website: http://www.lawgbs.com