Retirement Happiness: Wealth Transfer Plans

from Retire Repurposed · host Retire Repurposed

On this episode, we continue our series on retirement happiness. Society tells us that retirement is the time when we can truly live and be happy. But, does retirement make good on that promise? Furthermore, what makes us happy in the first place? Today we cover wealth transfer plans. Unlike wills, wealth transfer plans distribute wealth to heirs or charities while the giver is still living. This allows retirees to not only see the fruits of their labor, but help prepare the next steward. In this podcast, Ben explains how wealth transfer plans can be a way to break the bondage of a "Money Disorder" and unlock the keys to truly leaving a legacy. See omnystudio.com/listener for privacy information.

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This episode is 25 minutes long.

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This episode was published on March 24, 2023.

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