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5-16-26 Candid Coffee - Financial Organization
Danny Ratliff and Johnathan McCarty share tips and tricks for keeping your family finances in order...and your sanity intact!
0:00 - INTRO
2:37 - The Freedom of Financial Organization
3:59 - It Starts with Cash Flow: Create a Budget
4:55 - Find a Good Aggregator: Inventory of Assets
6:22 - Security Concerns - Where to properly place assets
10:37 - How to Set Things Up; tracking your assets
11:45 (EDIT) Budgeting Tools - Monarch, Boldin,
12:41 - How is the Data Presented?
15:00 - Tools are only as good as the information we give
16:00 - Tax Information Tracking & Filing - Use external hard drive!
18:45 - Neat.com
20:17 - When Do You Know You Need a Tax CPA?
24:43 - Addressing Estate Planning - Where to Start?
26:24 - Trust & Will.com
28:32 - Trusts vs Wills
32:38 - Five Wishes.org, I'm Dead - Now What?
38:59 - Nokbox (Next of Kin)
31:45 - Beginning of Life, End of Life, New Life - Emotional decisions
43:45 - Password & information Sharing - who we use (Right Capital)
46:15 - Boldin preview - use the proper assumptions
52:22 - Who to Handle Estate? - Hiring an external fiduciary
56:00 - Wealth Advisors Trust Company
57:00 - What if you have no family or friends...
1:01:14 - What happens to investments if no beneficiaries are named?
1:02:50 - How to have a family meeting - why & when
1:07:00 - It's never to early to start the conversation
Coming Attractions
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More.
https://www.simplevisor.com/register-new
Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#Markets #Money #Investment_Advice
Видео 5-16-26 Candid Coffee - Financial Organization канала The Real Investment Show
0:00 - INTRO
2:37 - The Freedom of Financial Organization
3:59 - It Starts with Cash Flow: Create a Budget
4:55 - Find a Good Aggregator: Inventory of Assets
6:22 - Security Concerns - Where to properly place assets
10:37 - How to Set Things Up; tracking your assets
11:45 (EDIT) Budgeting Tools - Monarch, Boldin,
12:41 - How is the Data Presented?
15:00 - Tools are only as good as the information we give
16:00 - Tax Information Tracking & Filing - Use external hard drive!
18:45 - Neat.com
20:17 - When Do You Know You Need a Tax CPA?
24:43 - Addressing Estate Planning - Where to Start?
26:24 - Trust & Will.com
28:32 - Trusts vs Wills
32:38 - Five Wishes.org, I'm Dead - Now What?
38:59 - Nokbox (Next of Kin)
31:45 - Beginning of Life, End of Life, New Life - Emotional decisions
43:45 - Password & information Sharing - who we use (Right Capital)
46:15 - Boldin preview - use the proper assumptions
52:22 - Who to Handle Estate? - Hiring an external fiduciary
56:00 - Wealth Advisors Trust Company
57:00 - What if you have no family or friends...
1:01:14 - What happens to investments if no beneficiaries are named?
1:02:50 - How to have a family meeting - why & when
1:07:00 - It's never to early to start the conversation
Coming Attractions
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/
➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More.
https://www.simplevisor.com/register-new
Visit our Site: www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#Markets #Money #Investment_Advice
Видео 5-16-26 Candid Coffee - Financial Organization канала The Real Investment Show
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20 мая 2026 г. 22:44:50
01:08:58
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