Turning Grief Into Financial Clarity w/ Carol Roth ("You Will Own Nothing")
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Show Notes
How can you ensure your legacy is well-planned and protected? In this episode of The Financial Quarterback, Josh sits down with Carol Roth, renowned television host, author financial expert and creator of the Future File system, to discuss how her innovative legacy planning tool can help secure your financial future and simplify critical end-of-life decisions.
Carol shares her journey from investment banking to entrepreneurship, detailing the personal stories that inspired her to develop the Future File system. Josh and Carol delve into the practicalities of managing medical emergencies, aging, and end-of-life decisions, emphasizing how Future File can reduce stress and ensure smooth transitions for families.
The two also talk about the importance of having family discussions about desires and personal property to prevent future conflicts. They explore the impact of persistent inflation on the economy, debate over interest rates, and discuss the significance of owning diverse assets like property, stocks, and precious metals. Additionally, they highlight the ongoing relevance of small businesses and the need for digital and financial literacy in today's world.
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Resources:
Future File: futurefile.com
Carol Roth on X (Twitter): @caroljsroth
You Will Own Nothing: Book available at major retailers
The War on Small Business: Book available at major retailers