» Estate Planning

What Your Estate Planner…

What Your Estate Planner Attorney Won't Tell You (But I Will) | Repair The Roof Podcast

Most people walk out of an estate planning attorney’s office with a folder full of signed documents and one reassuring thought: “My estate plan is done.” Unfortunately, that may be exactly where the problems begin.… Listen to episode
What Is a Probate Bond? H…

What Is a Probate Bond? How It Protects an Estate and Its Beneficiaries | Repair The Roof Podcast

Learn how probate bonds protect estate assets and beneficiaries—and why fiduciaries may face personal financial responsibility. Listen to episode
Never Leave Money To Gran…

Never Leave Money To Grandkids (Do This Instead) | Repair The Roof Podcast

Attorney Ted Gudorf explains estate planning mistakes grandparents make and how trusts can protect grandchildren’s inheritance now. Listen to episode
I'm 60 With $1.5M — Can…

I'm 60 With $1.5M — Can I Retire AND Spend $10k/Month? | The Limitless Retirement Podcast

Danny Gudorf explains retirement planning, withdrawal rates, Social Security, taxes, long-term care, and estate planning. Listen to episode
Why Some Families Need Mo…

Why Some Families Need More Than One Trust | Repair The Roof Podcast

Discover why some families need multiple trusts to protect a spouse, children's inheritances, retirement accounts, and assets from different financial risks. Listen to episode
The Right Way To Put Inve…

The Right Way To Put Investments In Your Trust | Repair The Roof Podcast

Learn how to properly fund your living trust, avoid probate, and connect investment accounts the right way to protect your estate. Listen to episode
What an Outdated Estate P…

What an Outdated Estate Plan Actually Costs Your Family | Repair The Roof Podcast

Attorney Ted Gudorf discusses the critical importance of regularly reviewing and updating estate plans. He highlights four major pitfalls that can arise from outdated estate plans, including issues... Listen to episode
Never Put These 5 Assets…

Never Put These 5 Assets in Your Living Trust | Repair The Roof Podcast

Learn which 5 assets should never go in your living trust to avoid taxes, probate delays, and costly estate planning mistakes. Listen to episode
Before You Announce Retir…

Before You Announce Retirement, Upgrade These 10 Things First | The Limitless Retirement Podcast

This episode covers the 10 critical upgrades to make before announcing your retirement, focusing on financial planning, tax strategies, and estate planning to ensure a smooth transition and long-term security. Listen to episode
When A Loved One Dies - A…

When A Loved One Dies - Audiobook | Repair The Roof Podcast

A practical guide to probate, trusts, taxes, and estate settlement after losing a loved one, helping families navigate key decisions. Listen to episode