Local DFW Retirement Advice

RetireSimply

Start your week off with a weekly tip direct from Scott and Angela

Podcast

Episode 91: Protect Your Legacy Roundup

  In this episode, Scott and Angela go over what you need to have in order so you can leave a lasting legacy and estate plan! Key takeaways:• Taking Inventory•…
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Podcast

Episode 90: Do I Need a Living Trust

  We receive lots of questions about living trusts. Listen in as we share about five reasons you don’t need a living trust in the state of Texas, as well…
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Podcast

Episode 89: 3 Things to Know About Estate Planning

  You don’t need a lot of money to have an estate plan. There are a few necessities that we will be talking about today. Key takeaways:• Start with a…
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Podcast

Episode 26: Thank You 2020

  2020 was a year filled with unexpected elements. Some people are ready to move on from 2020, but at Compass we take time to say thanks. We hope you…
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Podcast

Episode 25: Charitable Gifting

  When it comes to charity, many retirees are not sure how this strategy fits into their planning. There are ways to give back in retirement. Here are some ideas…
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Podcast

Episode 24: The Gift of a Legacy

  It’s December so why not talk about legacy planning! As you spend the end of the year with family over the holidays, it is a great time to think…
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