If any of you have brokerage accounts, or invest in stocks & bonds and haven’t heard of the “Great Taking” I suggest you look into it.
Here is an interview with the author of the book and a podcaster that did a whole series on it..
https://fountain.fm/episode/138mqirpZer9olKJWXIb
In related news, I’m currently executing the will of a loved one and it’s a mess..
Beyond just the family drama of it, the brokerage firms where they had IRA’s and personal investment accounts are making the process quite onerous and tedious- so fiat.
So if you plan on dying and have investment accounts I suggest you name a beneficiary, cause getting them to transfer funds to the estate has been a royal PITA (lookin at you Ally and Profunds). I know we all hate vanguard and blackrock but vanguard was actually super easy comparatively.
Lastly- if you have even one asset make sure you have a will. Don’t leave it up to the government.
And if you have kids- don’t put off making a guardian list, etc
I’ll get off my soap box now, thanks for listening to my Ted talk :)
#GreatTaking #GrowNostr #EstatePlanning #Adulting
Stacking Functions
npub1pa…dezs0
2024-04-19 01:48:36
Author Public Key
npub1paqpz9vuyjn220hw5uhpct5hupp9h690zhnauwtsq0wktk0g6fuq4dezs0Published at
2024-04-19 01:48:36Event JSON
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"content": "If any of you have brokerage accounts, or invest in stocks \u0026 bonds and haven’t heard of the “Great Taking” I suggest you look into it. \nHere is an interview with the author of the book and a podcaster that did a whole series on it..\n\nhttps://fountain.fm/episode/138mqirpZer9olKJWXIb\n\nIn related news, I’m currently executing the will of a loved one and it’s a mess.. \nBeyond just the family drama of it, the brokerage firms where they had IRA’s and personal investment accounts are making the process quite onerous and tedious- so fiat. \nSo if you plan on dying and have investment accounts I suggest you name a beneficiary, cause getting them to transfer funds to the estate has been a royal PITA (lookin at you Ally and Profunds). I know we all hate vanguard and blackrock but vanguard was actually super easy comparatively. \n\nLastly- if you have even one asset make sure you have a will. Don’t leave it up to the government. \nAnd if you have kids- don’t put off making a guardian list, etc \nI’ll get off my soap box now, thanks for listening to my Ted talk :)\n\n#GreatTaking #GrowNostr #EstatePlanning #Adulting",
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