Episode 249: Building a Family Wealth Legacy with Chad Taylor

Episode 249: Building a Family Wealth Legacy with Chad Taylor

For many people, saving for retirement and living in retirement means hoping that the money lasts. Their goal is not to outlive their money. But for others, building a legacy to pass on is what's important.

That's why in this episode of the podcast I talk with Certified Financial Planner Chad Taylor on how to create a family wealth legacy to pass on to the next generation.

In this episode you will learn:

  • Where legacy planning actually starts
  • Why waiting until retirement or estate planning is too late
  • The most common ways families accidentally destroy wealth between generations
  • What families who successfully transfer wealth to the next generation do differently
  • The key estate planning documents and structures that make the biggest difference for families getting serious about legacy

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Episode 250: Applying for Social Security and Medicare with Marcia Mantell

Episode 250: Applying for Social Security and Medicare with Marcia Mantell

People turning 65 have a lot of important decisions to make. Do they apply for Social Security, or do they wait until they're older? When do they apply for Medicare, what are the differences between A...

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Episode 248: Planning and Having a Tax Free Retirement with Alan Porter

Episode 248: Planning and Having a Tax Free Retirement with Alan Porter

One key to retirement savings and living in retirement that is not addressed by most people is tax planning. You want not only to minimize taxes in your retirement income, but in the savings you put a...

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Episode 247: Hidden Retirement Planning Risks with Chris Maduri

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Most people know that there is some risk to investing and retirement planning. In fact, "Risk Tolerance" for the investor is a key factor in deciding where to put your money. But most people don't kno...

24 Apr 39min

Episode 246: Precious Metal Investing for Everyone with Kristen Nagle

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Diversity in your investments and savings for retirement (and your efforts to achieve long term financial freedom) is very important. It's key to minimizing risk and maximizing return. Lately, preciou...

10 Apr 26min

Episode 245: A Wealth Blueprint for Gen Z with Jack Campbell

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Each generation has a different approach to money, saving, retirement, and what it means to be financially free and secure. So strategies for starting on that journey can vary quite a bit, and Gen Z i...

27 Mars 44min

Episode 244: Achieving Financial Freedom in 10 Years or Less with Ryan Lee

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Achieving financial freedom is something people aspire to, but not everyone thinks it is possible. Even those that do think it will take them way too long. For some it means getting out from under deb...

13 Mars 47min

Episode 243: Pre- and Postnuptual Agreements with AllynMarie Smedley

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With the engagement of Taylor Swift and Travis Kelce, there's been a lot of talk on social media about prenuptual agreements. But what many people don't know is that these agreements (as well as their...

27 Feb 42min

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