In this episode, hosts John Pellosie, Joseph Freemont and Justin Ahner take on one of the most common misconceptions in financial planning: that estate planning is only for the wealthy
Estate planning is often seen as something only the wealthy need, but in reality, it is about clarity and peace of mind for everyone.
In the latest episode of the Future Value Podcast, John Pellosie, Joe Freemont, and Justin Ahner explain why having an estate plan matters at any age or stage. They cover what happens without a will, what key documents (like wills and powers of attorney) actually do, and common misunderstandings around beneficiaries and ownership.
If you have been putting this off or wondering if your plan still fits your life, this episode offers clear, practical guidance to help you take the next step with confidence.
Listen to the episode here and start protecting what matters most.
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