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In this episode of “Your Telecom Retirement,” we’re covering the complex world of estate planning.

We start our journey by understanding the importance of finding the right attorney who specializes in estate planning and with whom you can build a strong working relationship. We discuss the common pitfalls of estate planning and the importance of being an active participant in the process.

Join us as we navigate through the intricacies of estate planning and provide you with the tools to make informed decisions about your future.

What You’ll Discover (with time stamps):

📜 [05:26] The importance of finding the right attorney for your estate planning needs

🔑 [06:41] The significance of understanding the legal aspects of estate planning

🏥 [09:17] The necessity of having a comprehensive estate plan

📃 [15:08] The value of asking questions and seeking advice even years after the estate planning process

💼 [16:10] The importance of preparing and gathering your data before starting the estate planning process

🏠 [22:42] The role of the attorney in guiding you through the estate planning process
Join us in this episode as we navigate the legal labyrinth of estate planning and provide you with the tools to secure your future!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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In this episode of “Your Telecom Retirement,” we dive into the complex world of 401k management.

We kick off our journey by understanding the importance of not overthinking your 401k investments.

We discuss the pitfalls of overtrading and the benefits of dollar cost averaging.

Join us as we explore the potential risks of holding a significant amount of company stock in your 401k and the importance of having an overall investment plan.

What You’ll Discover (time stamp included):

💼 [00:01] An introduction to 401k management and why it’s crucial to your retirement planning.

📈 [01:16] The dangers of overtrading and the statistical fact that more trades often lead to less money.

💰 [01:32] The concept of dollar cost averaging and how it can benefit your long-term investment strategy.

🏢 [05:14] The risks of holding a significant amount of company stock in your 401k.

📝 [07:30] The importance of having an overall investment plan that aligns with your goals and risk tolerance.

Join us in this episode as we navigate the world of 401k management and provide you with tips to make smart retirement investments!

EPISODE LINKS
You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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In this episode of “Your Telecom Retirement,” we dive into the often misunderstood world of power of attorney.

We start our exploration by understanding power of attorney and its importance in our lives. We discuss the different types of power of attorney, from the commonly known healthcare proxy to the broader general power of attorney.

Join us as we navigate through the potential pitfalls and the importance of having a durable power of attorney, especially as we age or face health challenges.

What You’ll Discover:

📜 [00:01] An introduction to power of attorney, a critical component of legal representation
🔑 [01:16] The difference between power of attorney during your lifetime and after
🏥 [01:32] The role of a healthcare proxy and its importance
📃 [05:14] The broader form of power of attorney and when you might need it
💼 [07:30] The importance of having a durable power of attorney
🏠 [09:20] Real-life scenarios where power of attorney is crucial

Join us in this episode as we demystify power of attorney and show you how it can be your legal superhero!

You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/

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In this episode of “Your Telecom Retirement,” we explore the world of trusts, specifically revocable living trusts, and their role in estate planning.

We start by debunking common misconceptions about trusts, highlighting their importance for the wealthy and anyone seeking to simplify their estate planning. We also discuss the role of trusts in managing assets and the potential pitfalls of not having one.

What You’ll Discover:

📜 [00:01] An introduction to trusts, the misunderstood tools of estate planning
🔍 [02:15] The truth about living trusts: Are they just will substitutes?
🏦 [03:08] How trusts can simplify the distribution of assets like bank accounts, brokerage accounts, and real estate
👨‍👩‍👧‍👦 [09:28] The relationship between you and your trust during your lifetime
💼 [14:18] The process of dividing and distributing assets through a trust
🏠 [15:05] A personal story about the simplicity of using a trust
💡 [18:26] The benefits of investing in a trust now for the future benefit of your children
🚫 [19:11] What living trusts can’t do: They provide zero Medicaid nursing home protection

Join us in this episode as we demystify trusts and show you how they can be your financial guardians!

You can download a free digital copy of Dennis’ book “Retirement Built Right – The Essential Guide for Telephone Employees!” here: https://theverizonguy.pages.ontraport.net/ebookoptin

ABOUT THE SHOW
Tap into Dennis O’Keefe’s 30+ years of experience helping telecom employees maximize their company-specific benefits packages for situations including early retirement, buyout offers, career changes and more!

Featuring actionable, practical how-to advice along with stories of REAL telecom employees Dennis has helped navigate through every benefits situation imaginable, each episode of “Your Telecom Retirement” focuses on how to maximize the money you take out of your time working for telecom.

Dennis’ expertise has been featured by Business Insider, The Boston Globe and Yahoo! Finance.

Connect with Dennis on LinkedIn: https://www.linkedin.com/in/dennisokeefe-/

Visit Dennis’ website: https://www.successfulmoney.com/