Reasons to disinherit someone 4-19-25

 Todd has reasons to disinherit someone and how to do it. I know it sounds harsh but it’s good to understand there are situations where it makes sense. He will also have steps to take if you’re laid off within 5 years of retirement. And how to retire during a recession. 

 Todd will touch on tariffs and how to have a contingency retirement plan, and what those steps are. Having an estate plan is more important these days than ever and he'll know what you need to understand. And along those lines, how to organize your financial paperwork for your heirs. 

 Todd will discuss what a portable retirement plan is and whether you should have one. He’ll also talk about the 4 Social Security rule changes taking effect here in April. And he’ll have reasons to take Social Security early and reasons to wait.  

   Get ready to take a “test” about the basics of Social Security. If you’re a regular to this show you’ll pass with flying colors. Todd will also have financial “red flags” in relationships and the best ways to spend your tax refund.