Season 3 has been all about the Omni Formula and as the season draws to a close, on this episode Peter is talking about the Omni Formula Estate Directory. To talk about this, Shannon Allison, CEO at Everything Financial joins the conversation and help navigate thru common questions that come up when talking about people’s estate.
As the OMNI Formula is being explained from top to bottom and all parts in between, this episode focuses on wills and having a power of attorney. Peter is joined by Bart Aldrich, a Notary Public and the two of them try to teach what’s important and the best questions to ask when talking about wills.
On this episode of the Your Money financial podcast, Peter and Jon discuss estate planning, wills and much more with special guest BC Notary Public, Bart Aldrich.
