EPISODE · Oct 17, 2023 · 22 MIN
Big Life Changes Impact Retirement
from Family First Retirement · host George Politarhos
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. Don't miss an episode- subscribe or follow today! Download your complimentary 5 Steps To Retirement here. Learn more about the team at Patria Wealth at PatriaWealth.com or on social media: Facebook, Instagram, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
What this episode covers
George has a life changing moment that changes his legacy plan.
NOW PLAYING
Big Life Changes Impact Retirement
No transcript for this episode yet
Similar Episodes
Sep 26, 2023 ·65m
Sep 26, 2023 ·66m
Sep 26, 2023 ·69m
Sep 26, 2023 ·64m
Sep 26, 2023 ·66m
Sep 26, 2023 ·61m