Retirement Planning - Redefined
Financial and retirement planning guidance from Certified Financial Planner John Teixeira and Nick McDevitt of PFG Private Wealth Management in the Tampa Bay, FL area.
- Indexed episodes, last 90 days
- 2
- Latest publication
- Sep 17, 2026
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- Checking…
- Earliest in this view
- Sep 10, 2026
Latest episodes
Florida Probate Q&A: Wills, Property, Costs & More with Nicole Bell Cleland (opens the original)
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Nicole Bell Cleland of Legacy Protection Lawyers returns to answer some of the most common questions that come up around Florida probate and estate administration. She and John discuss what happens when someone dies without a will, special considerations for blended families and inherited property, when an attorney is required, and what the probate process may cost. Legacy Protection Lawyers: https://www.legacyprotectionlawyers.com/ Helpful Information: PFG Website: https://www.pfgprivatewealth.
Navigating Florida Probate with Nicole Bell Cleland (opens the original)
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Probate can feel overwhelming, especially when you're trying to understand what happens after a loved one passes away. In this episode, John is joined by Nicole Bell Cleland of Legacy Protection Lawyers to break down the Florida probate process and explain what personal representatives and families should expect along the way. They cover the major stages of probate, including identifying assets and debts, handling creditors and taxes, opening estate accounts, making distributions, and understand
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