Big Life Changes Impact Retirement

An episode of the Family First Retirement podcast, hosted by George Politarhos, titled "Big Life Changes Impact Retirement" was published on October 17, 2023 and runs 22 minutes.

October 17, 2023 ·22m · Family First Retirement

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Summary

George has a life changing moment that changes his legacy plan.

Episode Description

This week George is proud to introduce us to the newest member of the family, Baby Archie Politarhos. As George celebrates becoming a grandparent for the first time, he shares insights into the adjustments he's making to his Legacy plan. Join him as he delves into the intricacies of financial planning, highlighting areas where he draws the line on family involvement. Explore the love/hate dynamics of Required Minimum Distributions (RMDs) and learn why it's crucial to strike a balance.

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