EPISODE · Sep 21, 2021 · 23 MIN
How to Combine Retirement Planning with Legacy Planning
from Ready For Retirement · host James Conole, CFP®
Our topic on this episode of the Ready for Retirement podcast is about combining retirement planning with legacy planning.Questions answered: How do I combine retirement planning goals with my legacy planning goals? What are the best strategies when it comes to exploring retirement planning and legacy planning together? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future?We’re on YouTube! Check us out here for more content to help you create a secure retirement: YouTube - Root Financial PartnersLET'S CONNECT!FacebookLinkedInWebsiteENJOY THE SHOW?Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google PlayHave a question you want answered on a future episode? Submit it hereCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
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What this episode covers
Our topic on this episode of the Ready for Retirement podcast is about combining retirement planning with legacy planning. Questions answered: How do I combine retirement planning goals with my legacy planning goals? What are the best strategies when it comes to exploring retirement planning and legacy planning together? What is the best approach for my individual situation? Are you ready to start focusing on the things that truly matter when it comes to your financial future? We’re on...
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How to Combine Retirement Planning with Legacy Planning
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