“You’re going to cut up all your credit cards as number two”
DR
Dave Ramsey
The Ramsey Show ·
“…on a monthly basis together, they might go through their spending or their investment accounts…two people…looking at the credit card statement…bank statement…investment accounts…”
Mike Piper · The Long View · Mike Piper: Scammers Are Getting Smarter. Is Your Financial Security Keeping Up?
Play from 44:07
44:07
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What was described
Set up a monthly joint review of credit-card, bank, and investment statements by two trusted adults
Said nearby on the same subject
“The will can establish a trust, a testamentary trust, and it holds those assets for that beneficiary... income from assets... can qualify as accepted income for minors, taxed at normal adult rates”
PB
Paul Benson Guidance Financial Services
Financial Autonomy ·
“Only recently did we think about setting up a treasury account and the operating account sweep… we were talking about saving on dumpster fees and credit card processing.”
TH
Tyler Hoffman
Acquiring Minds ·
“If they did nothing else, but set up another offset account or another bank account, and just transferred $640 a week to that account”
GJ
Glen James
WWGD with Glen James ·
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