IRC WealthCast

IRC Wealth LLC

Take control of your finances and embrace life without worrying about money. Wealth building is simple, if you’re doing it right. But in today’s world, it’s easy to get overwhelmed by everything competing for your time and attention. The goal of this podcast is to help you craft a simple plan that truly fits your situation and allows you to achieve financial freedom. What does financial freedom mean? In IRC Wealth CEO David Ragland's best-selling book Wealth Made Simple (yes, really), he defines financial freedom as no longer having to worry about money. Having true freedom means you ar...

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IRC WealthCast

Episodes (5)

Nov 7, 2017 Avoiding the Challenges of Estate Planning and Blended Families
Oct 24, 2017 Taking Care of Aging Parents Squeezes Generation X (with Wendy Hayes and Michelle Thompson)
Oct 9, 2017 Solopreneur, freelancer, self-employed — should I stay or should I grow? (with Jodi Hersh)

IRC WealthCast

Nov 7, 2017
39 MB

This week, the IRC WealthCast continues its focus on Generation X as we discuss the financial, emotional and legal challenges of estate planning and blended families, both those we create as well as the blended families created by our parents. In this second episode of a two-part series, we continue the conversation with two Generation Xers — Wendy Hayes, a financial analyst who works in family law, and Michelle Thompson, a financial planner with IRC Wealth and former attorney — who discuss what they’ve learned from their personal as well as professional experiences. In sharing her family estate planning nightmare, Michelle points...

IRC WealthCast

Avoiding the Challenges of Estate Planning and Blended Families

IRC Wealth LLC

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