Becoming One Of The Grateful Dead (with Carol Weisman)

Who wouldn't want to be one of the Grateful Dead (love the play on the rock band name, don't you?)? Today we'll ask the question, "When's the last time you've thought about your estate plan... (if you've made one)?" Making a will or even a full trust may seem like a daunting task that's best done tomorrow, or the day after that, but we all know that it's an important piece of your financial life that shouldn't be overlooked. To help us understand the ins-and-outs of estate planning in the most fun way possible (and MAN is it fun...), we've invited down the woman who literally wrote the book on it: Carol Weisman, author of Becoming One of the Grateful Dead. In our headlines segment, we're getting a little political today with our first piece. With the election cycle revving up, some politicians have been talking about paying for different campaign promises by enacting a tax on some financial transactions. Is there cause to be worried about the bigger retirement picture if more taxes are thrown in the mix? After we've had our fill of politics, we'll stick around the stock market as we discuss our second piece: a robo-run ETF has been making a splash by beating the overall stock market. Later, we'll throw out the Haven Life Line to Ian, who has now realized the mutual fund he picked has higher fees than he would like. He's down 11% right now, but should he hold onto his fund knowing about the high fees? A big thanks to Student Loan Hero for supporting Stacking Benjamins. Find out how you can pay for college AND compare different interest rates before locking into a loan at StudentLoanHero.com Learn more about your ad choices. Visit podcastchoices.com/adchoices