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The Best of Refining Retirement Podcast - Leaving a Legacy
About this Episode
Dana and Brad discuss legacy planning and different taxes that can impact your plan.
Takeaways:
Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
Takeaways:
- It’s important to update your will and accounts often to make sure they still align with your wishes.
- If you and your spouse are not sure what you both want for retirement, it can be beneficial to speak with an advisor to help you come to an agreement.
Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.
Hosts & Guests
No transcript available for this episode.
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