Episode 279 – Estate planning is the process of protecting your wealth and transferring a legacy to your heirs in the manner you wish. Everyone needs an estate plan regardless of wealth or lack of exposure to estate taxes.
Episode 278 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
Episode 277 – After many years, the Social Security Administration (SSA) has finally taken steps to fix the problem it has referred to as “clawback cruelty.”
Episode 276 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Episode 275 – There’s a growing phenomenon in our society: the tendency to live beyond our means simply to impress others. It doesn’t bode well for the future.
Episode 274 – Recent trends indicate that the concept of phased retirement is becoming more popular. Is it right for you?