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Gold Swings, Job Changes, and Estate Planning Essentials

Gold Swings, Job Changes, and Estate Planning Essentials

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 This week's show kicked off with an overview of recent market moves, exploring why stocks are reaching new all-time highs despite ongoing geopolitical tension and inflation concerns. They explained the recent volatility in gold prices—attributing drops to healthy corrections after big gains, shifting global demand, and de-dollarization efforts. The conversation highlighted that, in uncertain financial climates, it's vital to tailor investments to personal circumstances.

The show also delved into practical steps to take when leaving a job or retiring, such as understanding 401k vesting schedules, handling paid time off (PTO), and evaluating workplace insurance benefits. Estate planning expert Ryan Crandall joined to clarify the differences between wills and trusts, particularly regarding privacy and control of assets. The hosts stressed the importance of properly titling accounts, updating beneficiary designations, and ensuring legal documents like powers of attorney are on file with institutions.


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