What is YOUR Legacy? episode artwork

EPISODE · Dec 23, 2023 · 51 MIN

What is YOUR Legacy?

from Winning in Retirement · host Akers Financial Group

Send us Fan MailThe conversation revolves around estate planning, legal documents, and the challenges of navigating these issues for aging parents. Kevin Brass and Brian Akers discuss why people often put off these tasks, including denial, lack of urgency, and fear of mortality. They also explore the reasons for delaying legal document creation, such as fear of the unknown and cost. Later, Brian and Kevin discuss the legal challenges retirees face when moving to another state, including the need for lawyers to be licensed in each state and the importance of probate and estate planning. Finally, Brian and Speaker 2 emphasize the importance of legacy planning and estate distribution, highlighting the need to think about one's legacy and build a financial plan to ensure assets are distributed according to one's wishes after passing.https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description

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What is YOUR Legacy?

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How long is this episode of Winning in Retirement?

This episode is 51 minutes long.

When was this Winning in Retirement episode published?

This episode was published on December 23, 2023.

What is this episode about?

Send us Fan MailThe conversation revolves around estate planning, legal documents, and the challenges of navigating these issues for aging parents. Kevin Brass and Brian Akers discuss why people often put off these tasks, including denial, lack of...

Is there a transcript available for this episode?

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