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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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How Do We Build Multi-Generational Wealth? [Estate Planning]
Manage episode 430158418 series 2973839
You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.
I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Kapitel
1. Multi-Generational Wealth Planning (00:00:00)
2. Estate Planning and Wealth Transfer (00:03:34)
3. Tax Benefits of Charitable Giving (00:15:49)
210 episoder
Manage episode 430158418 series 2973839
You don't want to be at your child's wedding wondering if you gave them too much where you now may be a future burden in retirement. You also likely don't want to be thinking about passing away with $10M+ when you could have helped children along the way.
I discuss all the strategies involved in estate planning: charitable giving, donor-advised funds, charitable trusts, etc.
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Kapitel
1. Multi-Generational Wealth Planning (00:00:00)
2. Estate Planning and Wealth Transfer (00:03:34)
3. Tax Benefits of Charitable Giving (00:15:49)
210 episoder
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