PODCAST · education
Triple Crown Legacy Planning - Financial Awareness
by Sam
Discover the essentials of securing your family's future with "Legacy Planning - Financial Awareness," where we delve into strategies for effective wealth management and estate planning. Join us to gain insights from industry experts, ensuring your legacy is both lasting and impactful.
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Financial Literacy, Roth Strategies, and Preparing for 2026
In this episode, Sam Kirkendohl highlights the importance of financial literacy, especially during Financial Literacy Month.Drawing from his work with the Society for Financial Awareness, Sam breaks down:The difference between Traditional vs. Roth IRAsWhy Roth IRAs offer tax-free income advantagesHow Roth conversions can help manage future taxesKey strategies to prepare for potential 2026 tax changes and Medicare impactsThis episode is designed to help you make smarter, more tax-efficient decisions for your retirement.🎥 Missed the recent webinar? Watch the rebroadcast here: https://attendee.gotowebinar.com/recording/2170623324599557296Book | https://links.sbocmo.com/widget/bookings/30minconsultationwithsamCall | 803-508-8701Visit | www.triplecrownestateandwealth.com
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Estate Planning Made Simple: Protect, Plan, and Prepare for What’s Next
In this episode, Sam breaks down why estate planning is essential, especially when it comes to avoiding probate. He explains how probate, a government-controlled process, can be costly, time-consuming, and public, often taking six months to over a year while exposing your estate to potential risks like scams.Sam covers how you can bypass probate, protect your privacy, and ensure your assets are distributed according to your wishes. Don’t miss the upcoming webinar, Tax Planning and Tips for a Successful a Retirement, on March 31st, and be sure to subscribe for more insights on smart financial planning.Register today: https://attendee.gotowebinar.com/register/1616679470461631327?source=bzBook | https://links.sbocmo.com/widget/bookings/30minconsultationwithsamCall | 803-508-8701Visit | www.triplecrownestateandwealth.com
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Introduction and Estate Planning
Welcome to my new channel dedicated to Financial Education and Wellness in the Workplace. As a Society For Financial Awareness (SOFA) Guest Speaker, we will cover topics ranging from Tax and Retirement Planning to Stress in The Workplace.Make sure to subscribe so you never miss an episode and register below for our upcoming SOFA Sponsored event Estate Planning Made Easy on Thursday Feb. 19th Noon EST.https://attendee.gotowebinar.com/register/8865307732115165532?source=FBBook | https://links.sbocmo.com/widget/bookings/30minconsultationwithsamCall | 803-508-8701Visit | www.triplecrownestateandwealth.com
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ABOUT THIS SHOW
Discover the essentials of securing your family's future with "Legacy Planning - Financial Awareness," where we delve into strategies for effective wealth management and estate planning. Join us to gain insights from industry experts, ensuring your legacy is both lasting and impactful.
HOSTED BY
Sam
CATEGORIES
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Frequently Asked Questions
How many episodes does Triple Crown Legacy Planning - Financial Awareness have?
Triple Crown Legacy Planning - Financial Awareness currently has 3 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Triple Crown Legacy Planning - Financial Awareness about?
Discover the essentials of securing your family's future with "Legacy Planning - Financial Awareness," where we delve into strategies for effective wealth management and estate planning. Join us to gain insights from industry experts, ensuring your legacy is both lasting and impactful.
How often does Triple Crown Legacy Planning - Financial Awareness release new episodes?
Triple Crown Legacy Planning - Financial Awareness has 3 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Triple Crown Legacy Planning - Financial Awareness?
You can listen to Triple Crown Legacy Planning - Financial Awareness on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Triple Crown Legacy Planning - Financial Awareness?
Triple Crown Legacy Planning - Financial Awareness is created and hosted by Sam.
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