EPISODE · Jul 22, 2024 · 20 MIN
How Do We Build Multi-Generational Wealth? [Estate Planning]
from Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) · host Ari Taublieb, CFP®, MBA
You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.Create Your Custom Early Retirement Strategy HereGet access to the same software I use for my clients and join the Early Retirement Academy hereAri Taublieb, CFP ®, MBA is the Chief Growth Officer of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
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How Do We Build Multi-Generational Wealth? [Estate Planning]
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