In this episode of Wine and Dime we are again talking about Estate Planning! Specifically we are talking about avoiding the estate "Bombs" that could potentially occur. I go through some of the documents that you may be looking at when planning with us, or your financial planner. I hope you enjoy the topic and of there is anything that you would like to hear about, reach out! We would love to hear from you. Be sure to rate and subscribe, and remember, "Life is about events, supported by dollars and cents!"
Financial Fitness Clubs
Our Content Philosophy
Fiscal Fitness Clubs of America believes that the purpose of money is to first create financial security and then to accomplish your goals, while matching your values. We believe that joy in life can’t be separated from money, and that reducing financial stress through the management of cash flow and assets can add more joy to your life than owning “stuff,” or buying experiences at the expense of your financial security. We also believe that “knowing” and “doing” are not the same. Our goal is to provide the knowledge and tools to manage your financial life, so you get what you want from your labor and money. We are all about empowering you. At the end of learning how to do these tasks and use the resources,, you will have confidence in your financial path and feel comfortable knowing what you need to do to manage your financial resources and advisors. That doesn’t mean you might not prefer to delegate some or all of the tasks to – someone else such as a planner. Our goal is that you will have confidence in your ability to make informed decisions.
There is an important consequence of this philosophy. You will be committing your time and energy on a regular basis to:
Gathering and organizing sharing your data
Completing assignments, such organizing the information needed to get quotes on homeowners, umbrella and auto insurance or deciding what type of lifestyle you would want in retirement and what it would cost
Committing to becoming comfortable with technology as a tool to manage your finances
How We Are Different
Difference #1
Our classes are FUN! Changing financial habits doesn’t have to be boring and painful. Just like exercise can be fun with the right buddies and venue, learning to take control of your finances can be an enjoyable venture. We work hard to make your experience easy!
Difference #2
There are many financial education programs available, but they assume that KNOWING is all that is necessary for DOING! If that were true, we would all have the perfect combination of diet and exercise! Fiscal Fitness Clubs provides the knowledge, coaching through assignments, and group support required for true lasting change.
Difference #3
While many firms focus on an age group, a wealth level, or some other demographic, our focus is on people who want to take control of their money and are willing to put the time and energy in learning and doing what it takes to develop their life-long financial management skills. This is our way of implementing our fiduciary duty of putting your interests first.
