Rocket Your Dollar Self-Directed Investing Podcast

S2E13: Estate Planning for the New Age

Written by The Rocket Your Dollar Podcast | December 21, 2022

In this episode, Henry speaks with Co-Founder Tim White and Chief Product Officer Danny Lohrfink of Wealth.com. Their company is on a mission to modernize estate planning. While most people recognize the need for an estate plan, the process is confusing, time-consuming, and inaccessible. Wealth.com is here to change that.

 

In this episode, the trio discusses:

  • How the team came together to start Wealth.com
  • How wealth.com works and what to expect
  • The difference between them and your traditional estate planning.
  • Reasons you should update your estate plan.
  • Scenarios when estate planning needs to be done.
  • and more!

Listen on Apple or Spotify