Richard Warner of Warner Financial Solutions discusses some odd-ball requests that celebrities made in their wills and notes some of the biggest mistakes he has seen people make. Richard emphasizes the importance of designating the correct beneficiaries for different accounts and how having a set plan post-mortem gives someone much more control of their legacy and makes things easier on their heirs. Richard explains how attorneys can help with wills and trusts and why probate can be costly. And Richard shares how he is far too busy this summer to go cool off in the pool.

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Richard Warner of Warner Financial Solutions relates washing one’s hands after going to the bathroom to how someone should not leave their retirement plan on autopilot. Richard explains how even new cars need maintenance and retirement plans that may have worked well 20 years or even five years ago need check-ups to see if they will last past someone’s death. Richard says that people should meet with their advisors at least once a year and more often, if they are taking in more from their accounts. And Richard shares how baseball coaching has kept him busy outside of the office.

Book your complimentary appointment with Richard and the team at warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

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Richard Warner talks about a recent study of 1,000 Americans that showed nearly two-thirds of them fearing going broke more than dying. Richard shares how that has been his experience when he talks to different people and why having a plan can help people cope. Richard explains how people often have more assets than they realize and that even if they don’t, proper planning can go a long way to helping people get to the finish line in a better way. Richard also talks about how his background as a coach does and does not influence how he watches Major League Baseball games.

Book your complimentary appointment with Richard and the team at warnerfinancialsolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook: https://www.facebook.com/warnerfinancial/

See omnystudio.com/listener for privacy information.