• 018. Legacy Planning

  • Jul 15 2024
  • Duración: 55 m
  • Podcast

018. Legacy Planning Por arte de portada

018. Legacy Planning

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  • Resumen

  • Barry Watts discussed retirement planning, focusing on preserving wealth, creating a tax-efficient plan, and considering the 'means of freedom and benefits.' He emphasized the importance of comprehensive planning, including tools such as annuities, tax strategies, healthcare costs, investments, and legacy planning. Barry stressed the need for a written plan to avoid family conflicts and ensure a smooth transition, while also balancing preservation with an enjoyable retirement lifestyle. He highlighted the challenges of managing retirement savings in an inflationary environment and the potential calamities that can result from poor planning.
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