Smart Money Questions

Weekly investing and financial planning wisdom seeking to provide answers to your financial questions with your host, Matt Hausman.

The Average Client & What Legal Docs You Must Have

Posted on May 6th, 2021

People often ask us, “What’s your average client like?” We’ll share what traits they have and why they are successful. Also, find out what documents you must have and why you should keep them up to date.

 

Read more and get additional resources here: https://wp.me/p9B077-Nn 

 

What we discuss on this episode: 

0:30 – 20-year wedding anniversary

3:30 – Mortality and documents

7:11 – Wills

9:36 – How do I measure up?

13:02 – Gratitude

15:02 – Define your success

15:55 – The Giant Killer

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