Is your estate plan in order? In this week's episode, Ryan
interviews Jenny Ling, an estate planning professional. They
discuss the importance of having a plan in place for your finances,
your children and your estate.
About the Podcast
Welcome to Beer and Money, a financial fireside chat for Professionals. We work to simplify your finances so that you can enjoy your life. Your hosts, Ryan Burklo and Alex Collins are financial advisors based out of Seattle, Washington.
This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation. Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC. OSJ: 3585 Maple St #140 Ventura, CA 909-399-1100. PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Quantified Financial Partners is not an affiliate or subsidiary of PAS or Guardian. Quantified Financial Partners is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. #2019-83452 Exp 07/21