Per Stirpes - Confusing topic made simple!
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“This was my first exposure to Taylor — I’m really glad I found this podcast! I had run into “per stirpes” last year when moving my IRA, but I didn't understand why it was important. Having heard Taylor’s explanation, I realize I have to go back and re-do my beneficiary designations! Immediately! I’m new to podcasts, and I’m going to listen to all of Taylor’s pods before I move on to any others. Well worth the time invested!”Read full review »
newpodguy via Apple Podcasts ·
United States of America ·
01/24/20
More reviews of Stay Wealthy Retirement Podcast
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“Stay Wealthy San Diego has been great to listen to so far!! Taylor's topics are very interesting. I look forward to more!”Read full review »
Andrew McFadden via Apple Podcasts ·
United States of America ·
07/25/17
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“Taylor has been an advocate for all thing finanical and he continues on his mission with this awesome podcast. Great listen for those in the SoCal area or those of us who visit often”
Hoser in ABQ via Apple Podcasts ·
United States of America ·
07/28/17
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“Taylor has a rockstar-like reputation amongst financial advisors, and this is end-investors opportunity to hear the fruits of his dedication to clients and the profession. There are hundreds of Johnny-bag-of-donuts financial advice podcasts out there — THIS IS NOT ONE OF THEM. The content is...”Read full review »
rubin.miller via Apple Podcasts ·
United States of America ·
09/29/20
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