Season 3 Episode 7 of BankCents – The Podcast That Makes Sense of All Things Banking!

Greg Pettys, VP of Advanced Markets, is back on BankCents! Greg joined us in season 1 for a series on financial planning in your 20’s, 30’s, and 40’s. On today’s episode, we discuss how changes in legislation may impact estate planning, gifting strategies and minimizing costs to your estate, and the role of evaluating your business.

Visit our website for more on BOS Wealth and Planning: https://www.investwithbos.com/

Introduction: 0:28

Importance of Estate Planning: 1:49

Annual Gifting Strategies: 4:25

Business Valuation: 7:45

Want to hear more about financial planning? Check out our 3-part series at the links below:

Financial Planning in your 20’s: https://open.spotify.com/episode/4K4EzbdXIHxQMK0AE3JGfT?si=Q-8p7a5LQKKKnaQL1OQO9w

Financial Planning in your 30’s : https://open.spotify.com/episode/7EISwbGZUgde2v7RtYuZ5E?si=hjunG_dDS-O5sJfq1Hw6Ow

Financial Planning in your 40’s: https://open.spotify.com/episode/6IKcW57ARxVhxOKMxDzKyL?si=746Vsd4iThip7Cp_tTZsSg

BankCents is the podcast that makes sense of all things banking. Something you don't understand or want to learn more? Message us on social media, comment below, or email us at bankcents@bankwithbos.com with your questions about banking.

BankCents is brought to you by the Bank of Springfield (BOS), a community bank located in Illinois and Missouri. BOS is a full-service institution that offers a wide range of financial offerings. Learn more at bankwithbos.com.

This podcast is for educational purposes.

Watch on YouTube: https://youtu.be/uswqFDI8iTQ

Music by FASSounds from Pixabay

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Bank of Springfield and BOS Wealth and Planning are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using BOS Wealth and Planning, and may also be employees of Bank of Springfield. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of Bank of Springfield or BOS Wealth and Planning. Securities and insurance offered through LPL or its affiliates are:

Not Insured by FDIC or Any Other Government Agency

Not Bank of Springfield Guaranteed

Not Bank of Springfield Deposits or Obligations

May Lose Value

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