Jerry Slutzky's guest appearances

Jerry Slutzky

Building The Future Show - Radio / TV / Podcast

The Consumer Quarterback Show

Retirement Tampa Bay

Shawn Yesner

Scott Maurer

Chris Clarke

John Grant

Jason Brooks

Jay Smith

Zach Sanders

Brad Blanton

Thomas King

Mike Sutton

Ian Beckles

Rob Higgins

Kim Marie

Ron Fuller

Bill Blair

OwlTail

QUOTES  “You’re literally controlling your money from the grave when you use a revocable trust.” - Jerry Slutzky. SHORT DESCRIPTION  Jerrold E. Slutzky, otherwise known as Jerry, comes from a family of fourteen lawyers. The ‘love of law’ influence came from his father who was a practitioner until he was 96 years old. As a General Practitioner, in Chicago, Jerry gained experience in various areas of the law. His move to Florida has since resulted in the narrowing down of his focus into Estate Planning, Probate and Business law only. Jerry believes in the importance of retirement planning supported by documentation being put into place while one is still young and healthy to do so. With 42 years of law practice, Jerry is the owner of The Slutzky Law Firm. 2:20 - Jerry tells how he got into Estate Planning. Identifying the needs of the aging population in Florida and the difference in work-life pace which it brought.   3:53 - The power of a Will and Estate Planning.   5:05 - One real-life example of a postponed Will.   6:10 - One example of an incomplete Trust set up.   7:15 - Jerry outlines the time in which documents are prepared for signing. Adjustments made in light of Covid-19 restrictions.   8:50 - common mistakes that occur in Estate Planning. No planning at allNot reviewing beneficiary designation on retirement plans.Forgetting a Will does not avoid Probate.Not considering a Revocable Living Trust.   14:39 - Jerry describes how the idea of the My “Everything” File came into being.   16:50 - Elements of the My “Everything” File described. A workbook that guides you to efficiently gather and organize ALL the information your loved ones need to know about you.    18:14 - My “Everything” File transmuted into an online course. Soon to be in a fillable, pdf format.   19:15 - Why the My “Everything” File is a celebration of a person’s life.   22:00 - Jerry’s audience takeaway. Retirement Planning is extremely important.Estate Planning is a part of Retirement Planning.Have documentation in place while you are still young and healthy enough to do so.Other important directives: Power of Attorney, Health Care Surrogate, Living Will.   23:35 - Contact Information Tel: 727 475 6200www.slutzkylawfirm.comjerryslulaw@gmail.comThe My “Everything” File Book: myeverythingfile.com or AmazonThe My “Everything” File online course: https://myeverythingfile.net

QUOTES  “You’re literally controlling your money from the grave when you use a revocable trust.” - Jerry Slutzky. SHORT DESCRIPTION  Jerrold E. Slutzky, otherwise known as Jerry, comes from a family of fourteen lawyers. The ‘love of law’ influence came from his father who was a practitioner until he was 96 years old. As a General Practitioner, in Chicago, Jerry gained experience in various areas of the law. His move to Florida has since resulted in the narrowing down of his focus into Estate Planning, Probate and Business law only. Jerry believes in the importance of retirement planning supported by documentation being put into place while one is still young and healthy to do so. With 42 years of law practice, Jerry is the owner of The Slutzky Law Firm. 2:20 - Jerry tells how he got into Estate Planning. <ul><li>Identifying the needs of the aging population in Florida and the difference in work-life pace which it brought.</li></ul> 3:53 - The power of a Will and Estate Planning. 5:05 - One real-life example of a postponed Will. 6:10 - One example of an incomplete Trust set up. 7:15 - Jerry outlines the time in which documents are prepared for signing. <ul><li>Adjustments made in light of Covid-19 restrictions.</li></ul> 8:50 - common mistakes that occur in Estate Planning. <ul><li>No planning at all</li><li>Not reviewing beneficiary designation on retirement plans.</li><li>Forgetting a Will does not avoid Probate.</li><li>Not considering a Revocable Living Trust.</li></ul> 14:39 - Jerry describes how the idea of the My “Everything” File came into being. 16:50 - Elements of the My “Everything” File described. <ul><li>A workbook that guides you to efficiently gather and organize ALL the information your loved ones need to know about you. </li></ul> 18:14 - My “Everything” File transmuted into an online course. <ul><li>Soon to be in a fillable, pdf format.</li></ul> 19:15 - Why the My “Everything” File is a celebration of a person’s life. 22:00 - Jerry’s audience takeaway. <ul><li>Retirement Planning is extremely important.</li><li>Estate Planning is a part of Retirement Planning.</li><li>Have documentation in place while you are still young and healthy enough to do so.</li><li>Other important directives: Power of Attorney, Health Care Surrogate, Living Will.</li></ul> 23:35 - Contact Information <ul><li>Tel: 727 475 6200</li><li><a href="http://www.slutzkylawfirm.com/" rel="nofollow" target="_blank">www.slutzkylawfirm.com</a></li><li><a href="mailto:jerryslulaw@gmail.com">jerryslulaw@gmail.com</a></li><li>The My “Everything” File Book: <a href="https://myeverythingfile.com/the-book.html" rel="nofollow" target="_blank">myeverythingfile.com</a> or <a href="https://www.amazon.com/My-Everything-File-Loved-About/dp/1945812222/ref=sr_1_2?dchild=1&amp;keywords=my+everything+file+book&amp;qid=1588620131&amp;sr=8-2" rel="nofollow" target="_blank">Amazon</a></li><li>The My “Everything” File online course: <a href="https://myeverythingfile.net/" rel="nofollow" target="_blank">https://myeverythingfile.net</a></li></ul>

The Importance of Retirement Planning with Jerry Slutzky

Leo Cannyn

Chuck Peterson

Today's episode features some of the best in the business making you a smarter consumer. Leo Cannyn, who is the Principal Project Manager for Beryl Engineering talks about roofing companies who cut corners have caused a back up for reputable roofing companies. Speaking of reputable roofing companies, the Executive Director for Suncoast Roofing Chuck Peterson is in the house explaining what it means if a contractor ask you to pull a permit for work being done to your house. After a long absence, Estate Planning Attorney Jerry Slutzky is back in studio talking about how estate planning is not a question of 'if' it is a question of 'when'. Our Name That Tune Segment has our Expert Contributors naming songs from Billboard's Top 50 Love Songs of All-time. In Our Tell Me Something Good Segment Brandon tells a story of the newest Gerber baby, the first such baby to have Downs Syndrome. Hosted on Acast. See acast.com/privacy for more information.

Today's episode features some of the best in the business making you a smarter consumer. Leo Cannyn, who is the Principal Project Manager for Beryl Engineering talks about roofing companies who cut corners have caused a back up for reputable roofing companies. Speaking of reputable roofing companies, the Executive Director for Suncoast Roofing Chuck Peterson is in the house explaining what it means if a contractor ask you to pull a permit for work being done to your house. After a long absence, Estate Planning Attorney Jerry Slutzky is back in studio talking about how estate planning is not a question of 'if' it is a question of 'when'. Our Name That Tune Segment has our Expert Contributors naming songs from Billboard's Top 50 Love Songs of All-time. In Our Tell Me Something Good Segment Brandon tells a story of the newest Gerber baby, the first such baby to have Downs Syndrome. Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer nofollow" target="_blank">acast.com/privacy</a> for more information.

The Consumer Quarterback Show 2/12/18 ft. Leo Cannyn, Chuck Peterson and Jerry Slutzky