PODCAST: The Basics of Personal Financial Planning

Learn the basics of personal financial planning from Eclectic's president, David Little. Saving, Investing, Insurance, Estate Planning, Taxes, & Retirement. This presentation was originally given to a local conference in March of 2022.

Financial Planning, Retirement Planning, Investments, Investment Management, Estate PlanningCarl Lachman, MBA, CFP®January 1, 2023Eclectic AssociatesRetirement Savings, retirement income, estate planning, investing, insurance, tax planning

PODCAST: The Basics of Estate Planning

What are the basics of estate planning? This podcast explains what you need to know. Austin Dillon, an estate planning attorney in Fullerton, California, originally recorded this interview in May of 2022.

Estate PlanningCarl Lachman, MBA, CFP®January 1, 2023estate planning, financial planning, wills, trusts, power of attorney, advance health care directive

Leaving an Inheritance to Your Kids: How Much Money Is Right?

Here are some points to consider when trying to decide how much money to leave your children.