EPISODE · Dec 24, 2020 · 56 MIN
10 Estate Planning Opportunites part 2
from Money On Tap · host Ben Brayshaw & Seth Krussman
Hey Folks. So many great pieces for Ben and Seth to cover in this show they had to break it into two. This is the second of them. You want to take advantage of these episodes to cover some great estate planning opportunities. Buckle up. Get ready you are about to have fun learning about some great estate planning for you and your family. PS Thank you for liking and listening.Why doesn't inflation feel like the official 3%?Because inflation is the rate at which prices rise, while affordability is the level of prices you have to live with — and that level never resets. Retirees also buy a different basket than the CPI emphasizes: shelter costs, insurance, property taxes, healthcare, prescriptions, food, and fuel, several of which run far hotter than headline inflation. Oil compounds it, touching every leg of the delivery chain. A resilient retirement plan stress-tests income needs well above the Fed's target and fights back with pricing-power equities, reasonable bond yields, guaranteed lifetime income for core expenses, and tax mitigation that lets you keep more of every distribution.
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10 Estate Planning Opportunites part 2
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