Pros and Cons of Electronic Wills

Play episode

Our hosts discuss the pros and cons of electronic notaries, recently legalized in Florida, online . Online stock brokerage apps and how they become less of an investment and can turn into glorified gambling with Aaron’s personal experience in investing low and not taking a profit soon enough. Questions are answered from our callers on topics including selling small lots of stocks with out a ton of fees, where to temporarily place savings from the sale of a home until purchasing a new one, why you must take RMD for Roth 401k, and if a reverse mortgage is the best idea for a gentlemen wanting to live in his home for the remainder of his life and also leave it for his wife.

Hosted By:
Joe Bert CFP® & Aaron Bert CFP®

Joe Bert CFP® and Aaron Bert CFP® take your calls and provide expert answers to your questions on NEWS 96.5 FM.

Submit your questions to:  1-844-220-0965 •


Join the discussion

More from this show

Episode 199