Creating Richer Lives: Getting Financially Organized

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Welcome to "Creating Richer Lives", where living a richer life goes beyond the balance in your bank account. In fact, being rich is about what you do with your dollars and how the choices you make with your money not only define your lifestyle now, but impact your legacy for years to come. Whether you’re working towards retirement or seeking ways to make philanthropy your goal, there is a road to get you there. It’s time to redefine what it means to have a richer life.

Getting Financially Organized

Feb 25, 2023

On this episode, Karl Eggerss welcomes guest Oliver Norman to the show who shares some important tips on getting financially organized. This show is full of useful ways to begin the process.

Topics discussed on this podcast:

Financial Organization
Estate Planning
Password Managers
Beneficiaries
Transfer On Death
Digital Vaults

For more information, go to https://www.creatingricherlives.com

For suggestions or questions regarding the podcast, email info@creatingricherlives.com

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