Carol Roth’s father left a priceless gift when he passed. Now, she is using that to help others map out their plans for everything from their social media accounts, to their cryptocurrency and bitcoin assets, using her innovative FutureFile system.
In Carol’s money story you will learn:
-How losing close members of her family and loved ones impacted her outlook on life, and on finances
-How she got a credit card at the age of 10!
-Why her dad was so concerned about preparing his children for his eventual death
-How her dad created a filing system and what it included
In Carol’s money lesson you will learn:
-How Carol and her siblings used the file her dad created
-Exactly how much money it saved her and her family, both in actual money but also in the time they did not have to spend on estate related issues
-The mental relief the family had because of the system their dad had put in place
In Carol’s every day money tip you will learn:
-Why Carol believes no one should own depreciating assets
-How we can enjoy things like private jets without having to own them (JK)
-What kinds of investments we should be making instead of in things like cars and boats and planes
-The best use of our transportation dollars
-Why she created it
-What it contains including not just places for wills and basic estate planning but also places to put cryptocurrency keys if you have bitcoin, and how to manage social media
In my take you will learn:
-The importance of making a plan, any plan, for when you are ill or pass away
-My experience knowing my mom’s wishes when she passed
-My take on whether you should own a car, and why I don’t fully agree with Carol
-Alternatives ways to save money if you do choose to have a car
Learn more about FutureFile at FutureFile.com
Carol recommended not buying a private plane and instead using
More about Carol!
Carol Roth is the creator of the Future File® legacy planning system, “recovering” investment banker, billion-dollar dealmaker, investor, entrepreneur, business advisor, national media personality and author of the New York Times bestselling book, The Entrepreneur Equation.
Carol “plays herself on TV” weekly, having been a reality TV show judge (Mark Burnett’s America’s Greatest Makers on TBS), media contributor to outlets ranging from CNBC to Fox Business, and host of Microsoft’s Office Small Business Academy. She’s recognized internationally as a business expert and has worked with startups to the biggest companies and brands in the world on everything from strategy to content creation and marketing to billions of dollars in capital raising and transactional work.
Carol is dedicated to helping families prepare for and save time, cost and grief that comes with aging, medical issues and passing life events through her Future File products. She is a also former public company director and is a noted small business advocate. She invests in early and mid-stage companies as well.
Carol counts among her “accomplishments” having an action figure made in her own likeness, getting a standing ovation from Richard Branson and having the NFL follow her on Twitter.