We spend a lot of time talking about creating a trust and estate plan, but what happens after the plan goes into effect, and how does it get administered? Dave and Jessica from Monument Wealth Management host Leah Del Percio, founder of Trustate, to discuss the challenges of estate administration and what you can do now to help your loved ones. Check out www.trustate.com for more info, as well as Trustate’s booklet on what to do when someone dies.
Did you know there are 20 decisions a poker player needs to make per hand? That's a lot of decisions! So there's definitely a thing or two (or more) that we can learn from world-class professional poker player Annie Duke. In episode 3 of Monument Wealth Management's "Off the Wall" Podcast, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) talk with our co-founder Dean J. Catino, CFP® about lessons learned from Annie Duke's book, "Thinking in Bets".
What is the "Wall of Worry" that you hear of on the news, and what does it have to do with your wealth and investments? In episode 2 of Monument Wealth Management's "Off the Wall" Podcast, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) discuss this topic with our Portfolio Manager, Erin M. Hay, CFA and share our thoughts on finding a purpose for your wealth. Learn more about Monument Wealth Management at www.monumentwealthmanagement.com
Get to know our hosts! In this first episode, hosts David B. Armstrong, CFA and Jessica L. Gibbs, CFP(R) introduce themselves and the purpose behind Monument Wealth Management's "Off the Wall" podcast - which is answering the questions, "What is the point of my wealth and what steps can I take to make that vision a reality?"
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