Episode 16: Getting Started With Estate Planning (with Ryan Knight)
07/28/20 • 18 min
Previous Episode
Episode 15: The Ultimate Retirement Checklist (with Jon Maxson and Dan Benson)
No one wants to spend retirement worrying about their money but there are a lot of moving part. It’s easy to underestimate, or overlook a critical issue.
HERE ARE JUST A HANDFUL OF THE THINGS THAT WE'LL DISCUSS:
- Step 1: Planning for Taxes
- Step 2: What is Reliable Income built on
- Step 3: Dealing with second biggest thief of retirement
- Step 4: Your plan must address inflation and low interest rates
- Step 5: What about healthcare and long-term care
- Step 6: How do you know if you need an estate plan
Next Episode
Episode 18: Tax Planning In Today’s Environment (with Patrick Min)
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