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The Real Money Pros


Oct 10, 2019

In this solo show, financial advisor Brian Wiley discusses Pacific Gas & Energy (PG&E) and the real life woes their foibles are causing for California residents.

A listener calls in with a question about re-titling his Joint investment account to a Trust account, which leads to a deeper conversation about the need to plan early, and keep current on beneficiaries. It may seem morbid to some, but without proper planning, headaches on top of heartaches make heirs' mourning even more miserable.

Brian Wiley, Financial Advisor www.treecityadvisors.com


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