『Your Safe Money Show』のカバーアート

Your Safe Money Show

Your Safe Money Show

著者： Todd Sjoberg
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Small changes, made over time, can produce significant results. Much like a high performance engine, or an entire orchestra, when even a small part is not doing what it is supposed to do, everything suffers. And the same is true of your finances. This show is dedicated to the small things that make a significant difference. 経済学
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  • How Is My Financial Plan Doing?

    How Is My Financial Plan Doing?
    2026/07/25
    Evaluating your financial plan goes far beyond tracking daily stock market swings—it’s about knowing whether your money is actually on track to support your real-life goals. This episode breaks down the key metrics you should measure during a financial checkup, from progress toward retirement to risk exposure and tax efficiency. Tune in to learn how to run a complete diagnostic on your portfolio so you can make smart adjustments before small detours become costly setbacks.
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    1分未満
  • Probate, Trusts & Protecting Your Legacy

    Probate, Trusts & Protecting Your Legacy
    2026/07/18
    This week, we talk to an attorney and explain the probate process, how trusts work, and the steps families can take to avoid unnecessary legal complications after a loved one passes away. They discuss wills, beneficiary designations, trustees, funding a trust, and common mistakes that can lead to family disputes or costly probate proceedings. Whether you're creating an estate plan for the first time or reviewing existing documents, this episode offers practical guidance to help protect your assets and make things easier for your loved ones.
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    1分未満
  • Estate Planning Essentials: Protecting Your Wishes Before It's Too Late

    Estate Planning Essentials: Protecting Your Wishes Before It's Too Late
    2026/07/11
    This episode explores the essential legal documents every adult should have, including powers of attorney, healthcare directives, and wills, and explains how each one protects you and your loved ones. An experienced estate planning attorney shares practical guidance on avoiding common mistakes, minimizing legal complications, and making important decisions before a crisis occurs. You'll also learn why regularly reviewing your estate plan is just as important as creating one in the first place.
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    1分未満
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