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Law and Financial Order

Law and Financial Order

De: Warner Wealth
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This podcast investigates and decodes topics related to financial planning, estate planning, and trusts. Hosted by financial planner, Robyn Wolcott and attorney, Erin Duques.

© 2025 Law and Financial Order
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Episodios
  • Sailing my Yacht to Retirement
    Jun 16 2025

    How much do I need to retire? Retirement isn't an age, it's a number.

    It's not about turning 65--it's about knowing how much you'll need to live the life you want. In this episode of Law and Financial Order, Robyn and Erin discuss how to chart a course to your ideal retirement by breaking down how to calculate your retirement number and what to do if you're not quite there yet.

    Whether you're ahead of schedule or still hoisting the sails, this episode will help you steer your plan toward the retirement lifestyle you want.

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    20 m
  • Get Your House In Order
    Jun 3 2025

    When it comes to retirement, your home can be both your greatest asset and your biggest question mark. In this episode, Robyn and Erin tackle one of the most common (and emotionally charged) topics in financial planning: Should you pay off your mortgage before you retire?

    They weigh the pros and the cons of ditching that low-interest loan vs. investing those extra dollars in the market. How does this decision impact your overall retirement picture, including property taxes and long-term liquidity?

    Robyn and Erin also address the increasingly popular (and potentially risky) idea of putting your house in your kids' names. Is it a smart estate planning strategy, or one that won't work for you?

    If you've ever wondered how your home fits into your financial future, this episode will help you.... well, get your house in order!

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    18 m
  • Who Do You Love The Most?
    May 20 2025

    Would you leave your estate to your cat? Legendary designer Karl Lagerfeld did just that, leaving a major chunk of his wealth to his beloved furry friend, Choupette. But then what happens to that money when the pet outlives any other beneficiaries? Or worse, when they don't? In this episode, Robyn and Erin delve into the emotional decisions behind picking the right beneficiary. Who gets what? What trumps what? And how exactly do your assets pass from person to person--or pet--to the next? If you haven't thought through who you really want to inherit your legacy, this episode will help you ask the right questions---before someone else decides for you.

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    19 m
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