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Wills and Estates Archives - Everything Financial
309

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Your Money Podcast 

Welcome to Everything Financial’s Your Money podcast, designed to empower you to take control of your personal finances. Learn how to save on fees, earn better returns on investments and reduce your tax payments. Each week, Peter Cishecki joins other industry experts to explore essential tips for achieving a work-optional lifestyle.
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The Omni Formula estate directory

Season 3 has been all about the Omni Formula and as the season draws to a close, on this episode Peter is talking about the Omni Formula Estate Directory. To talk about this, Shannon Allison, CEO at Everything Financial joins the conversation and help navigate thru common questions that come up when talking about people’s estate.

Dec 06, 2023
30
Wills and power of attorney

As the OMNI Formula is being explained from top to bottom and all parts in between, this episode focuses on wills and having a power of attorney. Peter is joined by Bart Aldrich, a Notary Public and the two of them try to teach what’s important and the best questions to ask when talking about wills.

Jul 17, 2023
27
Estate planning and wills

On this episode of the Your Money financial podcast, Peter and Jon discuss estate planning, wills and much more with special guest BC Notary Public, Bart Aldrich.

Nov 09, 2020
7

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