Beneficiaries – The Ride: Life, Work and Wealth

Stop Procrastinating Your Estate Planning (Ep. 39)

By theridelifeworkandwealth | February 9, 2022

Regardless of your age or assets, there are some things that you should be aware of when it comes to estate planning.

In this episode, Kris Dureau answers many of your estate planning questions. Along with some real-life experiences, Kris helps you understand how important it is to have your will in place and how you can get it done with the help of a few other documents.

Kris discusses:

How often you should be reviewing your will
Accompanying documents you should have along with your will
What accounts you can name beneficiaries on
Rules with common-law marriages
And more!

Resources:

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29. Top 10 Frequently Asked Financial Questions

By theridelifeworkandwealth | June 30, 2021

If you have a personal finance question on your mind, chances are, you’re not alone.

In this episode, discover the 10 most frequently asked finance questions financial advisors like Kris Dureau receive from clients.

From questions about the financial markets to queries about retirement, investing, and insurance, Kris breaks down these questions and shares his valuable insight and easy-to-follow answers for each.

Kris discusses: