Simple Money Wins

E129 How to Collect a Deceased Person’s Bank Account

E129 How to Collect a Deceased Person’s Bank Account

Today we’ll walk you through how to collect a deceased person’s bank account.

There are a few possible twists, turns, and surprises. So we’ll try to prep you, to make it as easy as possible for you.

Today we’ll cover:
(1) Frozen bank accounts
(2) Don’t forge!
(3) Joint accounts
(4) When you need probate

Lastly, we’ll save you some time be telling you about the next step you should prepare to collect a deceased person’s bank account

E128 Personality Traits of the Super Rich with Rainer Zitelmann

E128 Personality Traits of the Super Rich with Rainer Zitelmann

Rainer interviewed 45 multimillionaires and billionaires. Here’s what he learned:

(1) How the super rich were raised
(2) Why the wealthy are all self-employed
(3) How the super rich make decisions
(4) 5 personality traits of the super rich

And lastly, how we can apply all this to ourselves and to our kids.

Get a copy of the full study, “Wealth Elite,” at https://amzn.to/2MTwVXO

And follow Rainer’s articles on https://www.forbes.com/sites/rainerzitelmann

E127 What is House Poor?

E127 What is House Poor?

Are you familiar with the term “house poor”?

One study says as many as 35% of Americans are “house poor.” It sounds bad, and it is bad. If you’re a homeowner or looking to buy, let’s avoid it.

Today we’ll cover:

Definition of “house poor”
Why it happens
Impact of being house poor
What to do

Lastly, you’ll learn how to avoid being house poor in the first place

Anthony S. Park

Anthony S. Park

Executor, Attorney, Entrepreneur

I’m a New York executor and attorney, helping folks with estates, real estate, and inheritance.

I’m also an entrepreneur, ranging from running a factory in east Africa to local retail businesses.

I also podcast and write books, to share knowledge about how to make your legal and money matters easier.