Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)
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Estate Planning Quiz: What Gen X Needs to Know (with Bruce Porter & Tom Trtan)
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About this listen
Think your estate planning is all set? Join Springfield estate and retirement planning expert Bruce Porter as he gives Tom Trtan—a self-proclaimed sandwich-generation procrastinator—a rapid-fire trivia challenge covering the real mistakes and triggers Gen X faces.
Topics include:
- “Do I need a will or a trust?”
- “Who should be the executor, and what actually do they do?”
- “How often should you update your estate plan?”
Get straightforward, practical explanations—no jargon, no scare tactics. Bruce breaks down the essentials so Ozarks pre-retirees, retirees, and families can avoid common oversights and protect what matters most.
Ready to put off procrastination and finally get your plan in order?
➡️ RSVP for our next estate planning workshop: resourcecenterinc.com/estate-planning
Bruce Porter is CEO and advisor at The Resource Center, Inc., a regular on KY3’s Money Matters and a trusted source for retirement and estate education across Springfield and the Ozarks. His education-first philosophy helps local families make informed, confident financial decisions.