Today’s Smart Money Question:
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Here Are Just A Handful Of Things You’ll Learn:
How are we getting through these unprecedented times? Chaos is happening while we’re stuck in our homes. Matt wants to talk about the ways different clients have responded in a way that is inspiring as well as answer some of the questions he’s received recently amidst all of the information being thrown around lately.
For those who typically have a glass half full mentality, it’s gotten a little more difficult to do so in the past few months. Matt shares about clients who have maintained their regular routines, even from home, to stay sane. Others are making masks for others and finding a sense of accomplishment that way. Some have even found ways to stay active while still being socially distant.
Have you been targeted by some of the recent frauds? Do you know how to combat scams related to title insurance fraud? Or what about frauds having to do with your stimulus check? Have you gotten more text messages with links inside lately from delivery services? Look out for these potential frauds and reach out to your financial advisor to help you.
Finally, are you anticipating inheriting money? A client of Matt’s recently called with confusion regarding how to move assets to the trust. A lot of variables can make this a complicated process. Make sure to bring in the right professionals to help you handle an inheritance.
Listen to the full episode or click on the timestamps below to skip ahead.
0:33 – How is everyone making the best of the last six weeks?
4:22 – How can you have a glass half full mentality?
9:09 – Make sure to be aware of the frauds happening right now.
12:57 – Be extra diligent with communication in regards to your stimulus check.
14:11 – Are your emails from credible sources?
16:23 – Navigating the complications of an inheritance takes a team of professionals.
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The host: Matt Hausman – Contact – Resources – Call: 610-719-3003
