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Understanding complex legal and related issues is tough enough without having to filter through the legalese. As the Plain English Attorney(TM), Jeffrey G. Marsocci utilizes his knowledge and experience as an attorney licensed in North Carolina and as a Certified Medicaid Planner(TM) nationwide in the U.S. to break down topics such as estate and Medicaid planning, financial strategies, and other topics of interest. For more free information, please go to www.linktr.ee/plainenglishattorney.
Episodes
Monday Aug 18, 2025
Monday Aug 18, 2025
When it comes to financial and estate planning, knowing how to start seems to be the toughest part. While we already have plenty of content on starting estate planning, building up that estate is it’s own subject. Thankfully, I had the opportunity to speak to John Heck of Protection Point Advisors to review getting started in financial and retirement planning at various ages and under different circumstances. One thing from the discussion was clear: there is no one-size or one plan fits all.
For the YouTube version, check it out here.
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#finances #retirement #investing #estateplanning
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