From Discipline to Freedom: The Ties That Bind: Estate Planning & Financial Planning

Chisholm Journal: Simplicity & Smart Money

Financial Discipline to Freedom

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From Discipline to Freedom: The Ties That Bind: Estate Planning & Financial Planning

The two needs go hand-in-hand, and part of a Financial Planner's job is to make sure clients have done the right estate planning for their assets.

Jenny Logan

May 11, 2023

Transcript

In this week’s episode, I talk to Estate Planning attorney Colleen Robinson and we discuss the importance of estate planning and how it relates to your financial plan.

Colleen is a Partner at the firm, Landon, Rainwater, Robinson and specializes in estate planning. Her contact information is:

Colleen Robinson - Landon Rainwater Robinson LLP
colleen@protectyourfamily.law

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Discussion about this podcast

Financial Discipline to Freedom

I’m Jenny Logan, Certified Financial Planner™, rural living evangelist, gentlewoman farmer, and business owner. This podcast focuses on the journey to financial freedom, self-sufficiency, and a life of purpose and meaning. We talk big picture about the purpose of financial freedom, but also share some straightforward strategies that, with a little discipline, anyone can implement to work towards financial success.

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