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Wealth and Understanding: Conversations with Riverview Trust Company
by Chris Cline
We try to demystify estate and financial planning, so that our clients and friends can make decisions they feel good about.
Copyright: © 2023 Wealth and Understanding: Conversations with Riverview Trust Company
Episodes
Estate Planning #5: Designing Trusts for your Kids
16m · PublishedOne of the most difficult parts of the estate planning process is figuring out whether to create trusts for your children or other heirs at your death, and how those trusts might work. This episode explores some key "design elements" for those trusts.
Estate Planning #5: Designing Trusts for your Kids
16m · PublishedOne of the most difficult parts of the estate planning process is figuring out whether to create trusts for your children or other heirs at your death, and how those trusts might work. This episode explores some key "design elements" for those trusts.
Estate Planning #4: Do I Really Need a Will?
16m · PublishedWills have become a part of our cultural thinking. But are they always necessary? In this episode, we describe how wills work, when they're necessary and when they might not be.
Financial Planning #2: What Do I Need to Know about Investment Theory?
23m · PublishedInvestment theory sounds pretty dry. But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments. This episode looks at Modern Portfolio Theory, behavioral finance and our views of money and investments.
Financial Planning #3: Investing and the Law of the Farm
10m · PublishedThe late Stephen Covey, in his book, "First Things First," discussed the "law of the farm," and how it governs our lives. This episode applies his thinking on the subject to our investing approach
Financial Planning #3: Investing and the Law of the Farm
10m · PublishedThe late Stephen Covey, in his book, "First Things First," discussed the "law of the farm," and how it governs our lives. This episode applies his thinking on the subject to our investing approach
Estate Planning #4: Do I Really Need a Will?
16m · PublishedWills have become a part of our cultural thinking. But are they always necessary? In this episode, we describe how wills work, when they're necessary and when they might not be.
Financial Planning #2: What Do I Need to Know about Investment Theory?
23m · PublishedInvestment theory sounds pretty dry. But a basic understanding of risk and our reactions to it can be very helpful in understanding our thinking about investments. This episode looks at Modern Portfolio Theory, behavioral finance and our views of money and investments.
Estate Planning #3: Who Should be your Trustee?
13m · PublishedChoosing a fiduciary can be a challenge. We provide some guidlines.
Estate Planning #3: Who Should be your Trustee?
13m · PublishedChoosing a fiduciary can be a challenge. We provide some guidlines.
Wealth and Understanding: Conversations with Riverview Trust Company has 16 episodes in total of non- explicit content. Total playtime is 3:52:30. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on February 27th, 2024 00:14.