#10 Mary Osborne, Pro Surfer, Ambassador with Patagonia, Entrepreneur.

Our Feature Interview:  

Mary Osborne, Pro Surfer, Ambassador with Patagonia, Entrepreneur.

  • What is it like to be an ambassador with Patagonia?
  • How do you address Female empowerment at your surf camps?
  • How special is Ventura’s coastline in the surf world?
  • What decisions might you do differently if you were 22 again?

Learn more about Mary Osborne online: maryosbornesurf.com

 

2-Minute Drill

Michael talks about “Estate Planning” with your personal finances.

Here are the 4 items you will want to learn about.

  • What is a WILL?
  • What is a TRUST? (Revocable Trust, Living Trust)
  • What is a Durable Financial Power of Attorney?
  • What is an Advanced Health Care Directive?

 

Do you have your ducks in a row? Are you a good financial steward with your money? You can get financial planning help at Maranantha.com

The Mailbag

Our guest Amy Dilbeck Kiesewetter of ADK Heritage Law answers 4 questions about Estate Planning.

What is Probate?  Is it okay to put my child on title as joint tenant? Should I go to an online company for estate planning?  Can you talk to us about prop 13 and keeping real estate taxes low? You can contact Amy online: ADKheritagelaw.com or call 805-947-43721

Enjoy the show and please join us again soon!

Mike

Sponsors:

Geico Local Office – Greg Mauk Serving the 805

American Pacific Mortgage, — Greg Abrams. Serving the 805.

Spanish Hills Country Club  Previews Memberships available.

Matt’s All Haul — For all of your junk removal and hauling needs.

Allocationlink.com – Investment Management that is smart, low cost & automatic.

Maranantha.com – The way financial planning should be.

Contact us  Allocationlink.com  or Maranantha.com also via email. Michael@allocationlink.com  805-665-3767

2017-09-19T21:54:50+00:00