EPISODE · May 20, 2024 · 25 MIN
Wealth Transfer Plans: Preparing the Next Steward
from Retire Repurposed
At the heart level, retirees want to know they are stewarding their hard-earned financial resources to the best of their ability. However, many plans forget to methodically and intentionally prepare the next steward. In this podcast, Ben Taatjes will detail the difference between a wealth transfer plan and an estate plan – and give you ways to make sure your heirs get the best from you while you're still living.
Embed this episode
Ready to play
Wealth Transfer Plans: Preparing the Next Steward
0:00
25:01
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
Retire With Purpose - The Retirement Podcast
Casey Weade
Whether you are in retirement or have yet to make the transition, The Retire With Purpose podcast is a show designed to help you maximize your financial confidence and elevate your fulfillment in this chapter of life. Each week Casey Weade, a CERTIFIED FINANCIAL PLANNER™ and CEO of Howard Bailey Financial, discusses thoughts and ideas with some of today's foremost names in finance and retirement, as well as trending topics that could impact your bottom line. These strategies can help you make better financial decisions so you can live the lifestyle you've always imagined and deserve. Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment adviser. Working with Howard Bailey Securities, LLC, cannot guarantee investment success or that specific financial goals will be achieved. For more information on professional designations, visit finra.org/investors/professional-designations.©2026 HOWARD BAILEY FINANCIAL, INC.
Your Expat Expert's Podcast
Tiffanie Kendrick
As you prepare to take this journey to study, work, volunteer, or retire abroad, subscribe to The Your Expat Expert podcast to minimize the ‘Nobody told me or I didn’t know moments’. Now let’s begin a smoother transition. Today’s Show: Welcome to The Your Expat Expert Podcast Your Expat Expert Podcast provides expatriate services to individuals and companies moving abroad in an educational environment with an informative voice helping you feel confident and more importantly, prepared. Want to share your International experience? Feel free to contact us at [email protected] subject line Podcast.
Frequently Asked Questions
How long is this episode of Retire Repurposed?
This episode is 25 minutes long.
When was this Retire Repurposed episode published?
This episode was published on May 20, 2024.
Can I download this Retire Repurposed episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!