Podcast #95: Your Estate Plan Is Probably Broken (Fix These 5 Things in Q1 2026)
Powered by youtube embed video generator Kicking off a new year is the perfect cue to clean up the unglamorous corners of your financial life: estate planning, account titling, and beneficiary designations. These details decide whether your loved ones navigate a smooth process or face delays, legal fees, and public
Branden DuCharme, CMT
January 7, 2026