))
Inside Look: A Wealth Planning Case Study (Part 3 of 3)
Manage episode 402816389 series 3419234
İçerik Creative Planning and John Hagensen tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Creative Planning and John Hagensen 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.
Over the past three weeks, we've followed the Smiths' financial journey, exploring goals like retirement, funding their grandchildren's educations and leaving a lasting legacy. In this episode, you’ll find out what changes are needed in the Smiths’ plan to achieve these objectives. (31:13) You’ll also learn the importance of a comprehensive wealth plan. Plus, join John and Creative Planning's Director of Tax Services for insights on maximizing tax advantages with IRAs, HSAs and 529 plans. (10:05)
Presented by Creative Planning, each week Host and Managing Director John Hagensen cuts through the headlines and loud takes to challenge the advice you may have been given and reaffirm what you know to be true. Plus, don’t miss his weekly interviews with Creative Planning specialists as they cover investing, taxes, estate planning and many other areas that impact your financial life!
Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/
Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com
126 bölüm
Paylaş
