EPISODE · Aug 18, 2021 · 31 MIN
113 - How to Balance Retirement Income and Legacy Goals
from Real Personal Finance · host Scott Frank and James Conole
Scott and James discuss how to balance retirement income and legacy goals. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:30 - Introduction 2:51 - Rebalancing 6:05 - Legacy Planning 8:41 - Balancing Cash Preserves 12:19 - Asset Class Variations 18:48 - Estate Planning Opportunities 22:23 - Utilizing Leverage of Time 26:07 - Estate Tax & Gift Tax Penalties 18:54 - Diversification Benefits 30:12 - Aligning Your Financial Goals LET'S CONNECT! James Facebook LinkedIn Website Scott Facebook Twitter Website ENJOY THE SHOW? Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play. Leave us a review on iTunes. Have a money question you want us to answer? Submit one here
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Scott and James discuss how to balance retirement income and legacy goals. Planning Points Discussed Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.) Timestamps: 1:30 - Introduction 2:51 - Rebalancing 6:05 - Legacy Planning 8:41 - Balancing Cash Preserves 12:19 - Asset Class Variations 18:48 - Estate Planning Opportunities 22:23 - Utilizing Leverage of Time 26:07 - Estate Tax & Gift Tax P...
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113 - How to Balance Retirement Income and Legacy Goals
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