• 016. Do You Need Life Insurance

  • Jul 1 2024
  • Duración: 55 m
  • Podcast

016. Do You Need Life Insurance  Por  arte de portada

016. Do You Need Life Insurance

  • Resumen

  • Barry Watts discussed strategies for preserving wealth and providing excellent client service. He emphasized the importance of low tax rates, having a team of specialists, and planning for potential tax increases. Barry highlighted common retirement planning oversights, such as neglecting taxes, longevity, and healthcare costs. He also stressed the importance of tax-free income sources, managing debt, and incorporating travel into retirement plans. Additionally, Barry addressed the impact of inflation on retirement planning and the value of planning to achieve goals and live the best life.

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