Josh ‘OG’ Bannerman

speaker

7,875 appearances 29 recordings 1 series first heard May 2026 last heard 12 Aug

Josh ‘OG’ Bannerman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 29 in all, peaking in Jul 2026 with 10.

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A lot of times financial transactions or financial things require two sides of the voice-verified

of of transaction, right? voice-verified

Just cause you went and got your estate plan done and your estate plan says, Hey, this is how I want all my stuff distributed. voice-verified

I want to create this trust. voice-verified

I got I I got this beautiful plan. voice-verified

You have to tell the people that have your money the beautiful plan. voice-verified

And there's a way to do that, you make the plan the beneficiary. voice-verified

So you make your trust the beneficiary. voice-verified

You can't just say, Well, no, no, my state plan's already done. voice-verified

Fidelity will do what my estate plan says. voice-verified

No, Fidelity has their rules that are governed by what the courts say and what the government says. voice-verified

And in this case, this this family member was remarried. voice-verified

Each side had adult children and so on so forth. voice-verified

And it was like voice-verified

Well, no, my plan is that my money goes to my kids. voice-verified

It's like, well, Fidelity's plan is if you die, your money goes to your wife. voice-verified

It's like, well, no, no, no. voice-verified

She knows that it goes to my kids. voice-verified

I'm like, that's there's not a mechanism for that transfer. voice-verified

You know what I mean? voice-verified

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