• Financial Role Models, Estate Planning & Rainy Day Funds

  • May 30 2024
  • Duración: 20 m
  • Podcast

Financial Role Models, Estate Planning & Rainy Day Funds

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  • Resumen

  • In this episode, Brian Bowen and Brett Sharp discuss the importance of being a good financial role model for children, the challenges of retirement planning for business owners, and strategies for protecting and growing business assets. They also cover the topic of emergency savings, the role of Social Security in retirement planning, and the concept of single premium immediate annuities (SPIA) for retirement income.

    00:00 The Importance of Being a Financial Role Model for Children 03:15 Challenges of Retirement Planning for Business Owners 06:34 Strategies for Protecting and Growing Business Assets 11:18 Understanding Emergency Savings and Financial Preparedness 13:46 The Role of Social Security in Retirement Planning
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