This week, Rachael has cultivated various quotes from multiple sources touting financial advice and Eric weighs in on how accurate he perceives the statements to be.

If you would like us to discuss your specific scenario without providing financial advice, have seen any article or advice you'd like some feedback on, or have any general questions, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

This week we share our thoughts on how estate planning is incorporated with your retirement picture.

If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

How do my estate goals impact my retirement plan?

Without writing a dissertation, gifting to future generations at high levels of net worth almost certainly includes annual gift exclusions (18k in 2024) and makes Roth conversions more appealing, whereas, charitable intentions allow for more aggressive current tax avoidance. Additionally, what considerations should you have when looking for other professionals like estate attorneys, and what complexities arise with POAs (Power of Attorney) and more?

This week we share our thoughts on how estate planning is incorporated with your retirement picture.

If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

How do my estate goals impact my retirement plan?

Without writing a dissertation, gifting to future generations at high levels of net worth almost certainly includes annual gift exclusions (18k in 2024) and makes Roth conversions more appealing, whereas, charitable intentions allow for more aggressive current tax avoidance.

If you would like us to discuss your specific scenario without providing financial advice, feel free to write to us at podcast@equilibriumfp.com. We will anonymize your personal information. Thanks!

If you have questions, topics, or a scenario of your own that you'd like us to incorporate into our podcast, please direct them to Podcast@equilibriumfp.com or visit us on our website at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠equilibriumfp.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.