Episode 53
Episode 53: Disrupting Estate Planning with Fintech Firm Wealth.com
The 9Innings Podcast · Kevin Thompson, RICP®, CFP®
March 29, 202327m 10s
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Show Notes
Welcome to the 9Innings Podcast where we Educate, Empower and Engage. ON THIS WEEKS PODCAST: Kevin talks to Danny Lohrfink of wealth.com about industry disruption and how they are providing technology in the estate planning space. Wealth.com provides advisors the ability to bring estate planning to their clients. It allows for many families to begin the estate planning process with simplicity, and without the additional cost associated with traditional approaches. Listen to this weeks episode of the 9Innings Podcast and contact us directly if you have questions. How Wealth.com fills the niche: (2:18) Why You Need POT: (7:20) Healthcare Directives: (10:35) The Importance of A Will: (13:00) Financial Organization: (15:38) Why Wills are just a starting point: (20:23) Final Words Wealth.com (24:30) Website: http://www.9inningscapitalgroup.com Hit the subscribe button to get new content notifications. Editing by http://SwoleNerdProduction.com