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Tod Form

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Instructions and help about Tod Form

what is a TOD and should you add this to your investment account I'll explain what it is and more coming up [Music] my name is Mike Bernard I'm the host of the wise money show I'm also one of the certified financial planners right here at corehorn Financial Group make sure you hit that subscribe button turn on notifications and smash that Thumbs Up Button okay guys I I got that bad news it was it was a Monday morning um I got to the office I get here early and pop up the computer open the email and I got that email from the child daughter of a client who I also and we also serve and and it was pretty simple the title of the message had mom's name and it was a one sentence email saying want to let you know mom passed away this morning and uh as a certified financial planner doing comprehensive financial planning we we sadly get these messages um a handful of times throughout the year and I've often told people as a certified financial planner as y

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