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Rethinking Retirement with Marvin Mitchell


Lost in the wilderness without a compass or a map… That’s how a lot of people feel as they approach retirement. Which direction do you go? What tools will you need? How can you find your way?

Welcome to the Rethinking Retirement Podcast with Marvin Mitchell, founder of Compass Retirement Solutions in St. Louis, Missouri. Marvin has dedicated his career to helping retirees and pre-retirees find their way through the financial wilderness.

Using proven strategies and solutions, Marvin can provide you with the plan to achieve your retirement goals and avoid getting lost along your way. On this show, he’ll illustrate how to avoid common retirement mistakes, point out the essential questions you need to ask yourself, and lay out the plans you need to successfully retire.

Call Marvin at 314.373.1598 or visit https://compassretirementsolutions.com/

Jan 21, 2021

What kind of documents do you need prepared when it comes to estate planning? Is your estate set up in a way that makes sense for you? Find out what you should do from attorney Rudy Beck.

 

Read more and get additional financial resources here: https://compassretirementsolutions.com/2021/01/21/ep-3-what-to-know-about-estate-planning-with-rudy-beck/

 

What we discuss on this episode: 

0:49 - Introducing our special guest: Rudy Beck.

1:58 - What are the two most important documents to prepare?

5:59 - How can you avoid probate?

8:24 - How can a living trust be designed?

12:39 - How can you protect funds from a bad marriage?

13:55 - What benefits could veterans have available to them?

17:06 - What’s it like working with Rudy and his team?