Episode 154: Retirement Planning Challenges for the Wealthy

Those who have accumulated significant wealth face unique challenges and opportunities when planning for retirement. Do you know at what value of assets someone would be considered a high-net-worth individual? The amount may surprise you! Listen in today as Gabriel and Steve dive into the distinct strategies and factors that come into play when the wealthy plan for retirement.Getting to Know Steve and Gabriel:If you were a world famous gardener but could only plant one plant, what would it be?Do you hit the snooze button or wake up immediately?Retirement Planning Challenges for the Wealthy:What is a high-net-worth (HNW) individual?What makes a HNW plan a little more complex?How is the tax impact different for HNW individuals?Are there any differences or similarities in how higher net worth clients tend to invest their money?How do HNW individuals handle their estate planning items?What are some myths out there about retirement planning for HNW individuals?