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Your Social Security, Taxes & Long Term Care
Manage episode 432710468 series 3578578
İçerik Capstone Planning tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Capstone Planning veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
Keith Wilfong discusses the importance of fiduciary standards in financial advising and the difference between suitability and fiduciary standards. He also emphasizes the need for individuals to ask their current advisors about their fiduciary level of care. Keith offers a complimentary stress test of financial plans to ensure preparedness for various scenarios. He also discusses the significance of Social Security timing and taxation, as well as the benefits and misconceptions surrounding annuities. Keith also highlights the importance of planning for long-term care and offers services for small business owners, including 401(k) plans and succession planning.
9 bölüm
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