This week, John shares five common investor mistakes and how to avoid them as well as the two most important action items to lead you into financial success. He’s also joined by Estate Planning Attorney Jerry Bell, JD, for a discussion on taking care of loved ones with special needs. Read more about determining who should inherit your wealth: https://creativeplanning.com/insights/determining-who-should-inherit-your-wealth/ Read more on the five considerations for choosing a special needs trustee: https://creativeplanning.com/insights/how-to-choose-a-special-needs-trustee-5-considerations/
Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don't miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!