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113 - How to Balance Retirement Income and Legacy Goals
Manage episode 300192328 series 2653925
Scott and James discuss how to balance retirement income and legacy goals.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
2:51 - Rebalancing
6:05 - Legacy Planning
8:41 - Balancing Cash Preserves
12:19 - Asset Class Variations
18:48 - Estate Planning Opportunities
22:23 - Utilizing Leverage of Time
26:07 - Estate Tax & Gift Tax Penalties
18:54 - Diversification Benefits
30:12 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 bölüm
Manage episode 300192328 series 2653925
Scott and James discuss how to balance retirement income and legacy goals.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
1:30 - Introduction
2:51 - Rebalancing
6:05 - Legacy Planning
8:41 - Balancing Cash Preserves
12:19 - Asset Class Variations
18:48 - Estate Planning Opportunities
22:23 - Utilizing Leverage of Time
26:07 - Estate Tax & Gift Tax Penalties
18:54 - Diversification Benefits
30:12 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
ENJOY THE SHOW?
Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.
Leave us a review on iTunes.
Have a money question you want us to answer? Submit one here
193 bölüm
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