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Sandy Pollack - Don\\u2019t leave a mess with your finances!

A lot of people are focused on building their wealth but what do you do to protect your wealth for yourself and future generations? My next guest is a financial planner and author who places a high emphasis on estate and financial security planning. In this episode, she shares some of the biggest mistakes people make when creating a will or planning their estate. In fact, she shares a specific story where a couple handed down $100M to their children and grandchildren but it turned into a bit of a nightmare. If you plan on handing down your wealth to future generations, this episode is for you. Please welcome Sandy Pollack.

Key Timecodes

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• (00:56) - Show intro and background history.
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• (01:46) - Deeper into her background and business model
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• (03:03) - The differences between building wealth and managing wealth
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• (06:58) - Deeper into her philosophy and how to deal with emotions on investing
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• (11:59) - Some examples of mistakes people made after building their wealth
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• (17:21) - The importance of signing a will early to ensure a family's wealth security
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• (25:57) - A key takeaway that the audience can apply today
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• (30:33) - The worst advice he ever received
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• (30:46) - The best advice he ever received
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Payback Time Podcast

Payback Time is a podcast for investors. The goal of this podcast is to help make investing approachable and easy to understand. We will interview beginner and experienced investors and ask them to share stories on how they got started, what challenges they faced, what mistakes they made, and what strategy works for them today. The overall objective is to provide you with a roadmap that helps you become a better investor.