Having role models is critical to financial success. When you have people you can relate to and rely on for direction, it makes the difficult times easier. And there are few financial conversations more difficult than estate planning.

Full show notes here: https://richandregular.com/money-on-the-table-season-2-episode-2/

In this episode, Julien and Kiersten visit Houston, TX to meet up with two older couples. First is Lynnette Khalfani-Cox and her husband Earl Cox. Next, we’re joined by Reshawn Lee and Rob Lee of the popular YouTube channel, Learn, Hustle, Grow. Last but not least, we’re joined by Kiersten’s mother, Cheryl, and her aunt, Jackie. While enjoying the delicious Southern cuisine at one of Houston’s most popular restaurants, Lucille’s, they share personal stories and perspective on the power of role models and ensuring their wealth is protected through wills and trusts.

Read about our experience creating an estate plan with Trust & Will: https://richandregular.com/our-estate-planning-experience-with-trust-will/

If you’re interested in getting a will and/or trust, look no further than Trust & Will. The process is secure and can be completed in under ten minutes. To save 15% off your estate plan, visit https://richandregular.com/trustandwill and use code RICHREGULAR at checkout.

For more details on this episode, information about the topics discussed or the Money on the Table series visit www.richandregular.com/watch. If you like what you see, please SUBSCRIBE to the rich & REGULAR YouTube page and check us out on other social media platforms like

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