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Basics of Estate Planning

Money Talk

Release Date: 06/06/2025

Community Highlight: Flat River Outreach Ministries show art Community Highlight: Flat River Outreach Ministries

Money Talk

In this episode I sit down with special guest, Wendie Preiss, the Executive Director of Flat River Outreach Ministries in Lowell. She shares all the services that FROM offers to the community, the exciting projects they have going on and how you can get involved.  

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Financial To-Dos for Newlyweds show art Financial To-Dos for Newlyweds

Money Talk

If you’re a newlywed or soon-to-be newlywed, there’s a lot of things to consider financially. Things like managing your accounts, insurance, and creating a budget as a couple. 

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Did You Know: U.S. Flag Retirement show art Did You Know: U.S. Flag Retirement

Money Talk

Special guest John Kayanek joins me for this episode to talk about the ceremony to properly dispose of the American Flag and gives insight into what the American Legion does and how the public can get involved. 

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Basics of Estate Planning show art Basics of Estate Planning

Money Talk

Estate planning is often seen as complex and expensive. In this episode, I'm going to cover some basic commonly asked questions about estate planning and share more about PFCU's estate planning solution! 

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Buying a Home: What to Expect show art Buying a Home: What to Expect

Money Talk

Buying a home is a huge decision with a lot of things to consider from location and price to fees and loan types. This episode is here to give you an overview of what to expect when going through the process. 

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Are You Making These 6 Financial Mistakes? show art Are You Making These 6 Financial Mistakes?

Money Talk

Everyone makes mistakes, even with their finances. In this episode, I share 6 common financial mistakes to avoid. 

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Get Behind the Wheel: What Are Your Options? show art Get Behind the Wheel: What Are Your Options?

Money Talk

Buying a car is a big decision. You want to find a car that fits your liftstyle and your budget. So, should you lease, buy new or buy used? I'll explain the costs and the benefits of each option. 

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Spend Less on Food With These 8 Tips show art Spend Less on Food With These 8 Tips

Money Talk

It doen't matter how much food costs, we still have to buy it and it's easy to overspend on our grocery bill or eating out. In this episode, I share 8 strategies to cut back on your food bill that you can try immediately. 

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Don't Let High Inflation Get You Down show art Don't Let High Inflation Get You Down

Money Talk

What is inflation? What does it mean? How can you adjust to higher prices? I'll cover all of these questions in this week's episode! 

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Beware of Tax Scams show art Beware of Tax Scams

Money Talk

Tax season is here and so are the scammers. In this episode, I share valuable insight from the IRS to protect your information. Know how the IRS will contact you, warning signs to look for and common tax scams. 

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More Episodes

Estate planning is often seen as complex and expensive. In this episode, I'm going to cover some basic commonly asked questions about estate planning and share more about PFCU's estate planning solution!