The Best Of Refining Retirement Podcast - Protecting Your Beneficiaries

from The Best of Refining Retirement · host Brad Ford

Dana and Brad discuss the importance of having an estate plan. Takeaways: - Social Security is projected to only pay $0.78 to the $1.00 by 2035. - A trust can allow a third-party to help take the emotion out of money decisions between family members. - Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.

Episode metadata supplied by the publisher feed · Published Nov 1, 2024

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The Best Of Refining Retirement Podcast - Protecting Your Beneficiaries

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This episode is 25 minutes long.

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This episode was published on November 1, 2024.

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