The Best Of Refining Retirement Podcast - Protecting Your Beneficiaries episode artwork

EPISODE · Nov 1, 2024 · 25 MIN

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.

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.

NOW PLAYING

The Best Of Refining Retirement Podcast - Protecting Your Beneficiaries

0:00 25:50

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Frequently Asked Questions

How long is this episode of The Best of Refining Retirement?

This episode is 25 minutes long.

When was this The Best of Refining Retirement episode published?

This episode was published on November 1, 2024.

What is this episode about?

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...

Can I download this The Best of Refining Retirement episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.
URL copied to clipboard!