
About this episode
How important are wills and trusts? What are common misconceptions around them? Why should you use a CFP? We also discuss industry bullies, self directives, HSA's, and much more.
The whole focus of this podcast will be changing your money mindset and building wealth. We will also be talking about markets, news updates, business planning, employee benefits, 401k's, benefits and much, much more with a No BS approach.
If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.
New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.
Get every episode summarized
Each time NoBS Wealth® publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from NoBS Wealth®

The Brain Science Behind Why You Keep Self-Sabotaging Your Money
NoBS Wealth®

Tax Day Reality Check: What You Missed and What's Coming
NoBS Wealth®

QDROs, Pensions, and the Divorce Mistakes That Cost You
NoBS Wealth®

Business Funding That Won't Ruin Your Cash Flow | Sara Weldon
NoBS Wealth®