Protecting your family starts with the right financial basics. In this video, we break down the must-have estate planning tools, insurance coverage, and financial safeguards every household needs.

From wills and trusts to life insurance, disability coverage, and guardianship designations, we’ll cover how to ensure your loved ones are secure no matter what happens. We’ll also dive into digital assets, medical directives, and children’s financial planning — the often-overlooked steps that protect families from unnecessary risks.

✅ Learn the financial documents every family should have
✅ Avoid common mistakes that leave families unprotected
✅ Build peace of mind with a plan that covers all bases

0:20 - Green on the Screen on Day-3 of Government Shutdown
4:05 - Risk Management thru Estate Planning
7:28 - Basic Estate Planning Documents You Need to Have
9:48 - Powers of Attorney
18:19 The Document Repository
21:03 - Post-mortem Plans - Trusts vs Wills
28:23 - Designating Beneficiaries
36:11 - Disability & Long Term Care Insurance Considerations
42:43 - Letters of Intent

👉 Don’t forget to like, subscribe, and share for more financial education and investing insights.

Hosted by RIA Advisors Senior Investment Advisors, Jonathan Penn, CFP, w Jonathan McCarty, CFP

Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://www.youtube.com/watch?v=ig3oPFrUpSA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s
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The latest installment of our new feature, Before the Bell, "Markets Hit All-Time Highs: October Tailwinds Ahead?" is here:
https://www.youtube.com/watch?v=ItZKs7kgaEU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our Previous Show, "Who Needs the BLS? Shutdown Silences Jobs Report," is here:
https://www.youtube.com/watch?v=CXFBE2eso9A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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