Podcast: Play in new window | Download (Duration: 27:59 — 38.4MB)
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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