In this heartfelt and insightful episode of Estate Planning Nightmares...and How to Avoid Them, host Jon Braddock sits down with Ryan Anderson, Senior Financial Advisor, fiduciary, and managing partner at Retirement Fundamentals. Ryan shares the deeply personal story of his father’s passing and the challenges his family faced in locating important documents during an already emotional time.
Drawing from his own experience and over 30 years in financial consulting, Ryan discusses the critical importance of organizing and securing essential paperwork, creating a comprehensive estate plan, and ensuring loved ones are prepared for the unexpected.
Whether you’re just starting to think about estate planning or looking to refine your existing plan, Ryan offers actionable advice to help you, and your family avoid unnecessary stress and heartache. Don’t miss this episode filled with valuable lessons, practical tips, and inspiration to take control of your legacy.
Listen now to learn how to turn estate planning nightmares into peace of mind for you and your loved ones!
Contact Info:
Ryan Anderson
https://retirementfundamentals.org/