On this episode of Talking Money, Mike answers a variety of listener submitted questions:
I have a life insurance policy my parents purchased for me when I was a child. I would like to cash it in to buy some property. How will that affect my taxes?
Do I need an estate planner? What professionals should I hire to make sure my estate is in order?
How can I make sure my cars and mobile home or house don’t go through probate?
I am close to retirement, what is a good way to make sure I have access to the cash flow I need without completely emptying my retirement accounts?
He also discusses the previously offered homegoing document, found here.
Though Mike Miller is an employee of Ronald Blue Trust, Talking Money® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.
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