Strategic Financial & Estate CHOICES at Age 60, 70, or 80: Retirement episode artwork

EPISODE · Nov 20, 2025 · 1H 1M

Strategic Financial & Estate CHOICES at Age 60, 70, or 80: Retirement

from Savvy Estate Planning

Make savvy strategic choices for your CA Retirement Planning, finances, estate planning with expert advice 👉 Book a Call at https://cunninghamlegal.com/book-your... to learn how to prepare for retirement to reach your retirement goals. Age 50 begins the long conversation about retirement. At age 60, some begin to retire when they’re still active—and during this crucial decade, you have a tremendous opportunity for tax planning to reduce what the government takes and thereby increase generational wealth. At age 70, one should begin thinking strategically about RMDs (think “tax arbitrage”) from a retirement account. And when approaching 80, decisions need to be made about who is the right person to assist with finances and personal care, along with the careful implementation of wealth transfer strategies for the next generation. At each stage, it’s far too easy to miss opportunities and make wrong choices. Don’t miss this vital webinar! To watch this video on our site, click here: https://www.cunninghamlegal.com/legal_webinars/strategic-financial-estate-choices-at-age-60-70-or-80/ To learn more about retirement planning, click here: https://www.cunninghamlegal.com/retirement-planning-mistakes-to-avoid/ 👉 Book a Call at https://cunninghamlegal.com/book-your... for California Living Trusts, Estate Planning, and Trust Administration. SUBSCRIBE to California Estate Planning YouTube Channel https://www.youtube.com/channel/UCpdM... CONTACT us at https://cunninghamlegal.com/californi... to discuss estate planning, keeping your last will or living trust up to date, and find out about upcoming California estate planning events. Offices throughout California. WEBSITE: https://www.CunninghamLegal.com for California Estate Planning information FREE LEGAL WEBINARS: https://www.CunninghamLegal.com/webinars includes Q&As with expert attorneys! PHONE: 1-866-988-3956 for a consultation on a California Living Trust!

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Strategic Financial & Estate CHOICES at Age 60, 70, or 80: Retirement

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