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Taxes, Life Insurance & Legal Documents
Manage episode 434401888 series 3432783
Innehåll tillhandahållet av Matt Hausman. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Matt Hausman eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
We always like to use this show to share some of the conversations we’re having with clients and the topics that are being discussed in our office. Today we have three important ones that have popped up multiple times recently and that’s life insurance, tax planning, and legal documents.
Here’s some of what we discuss in this episode:
- What opportunities you might have with a life insurance policy in retirement.
- Ways that you can reduce taxes and keep from paying more than you need to.
- Always being aware of the different buckets of risk is extremely important.
- Which legal documents do you need to have and what should you be reviewing?
Want to contact us?
Website - https://smartmoneyquestions.com/
Email - info@smartmoneyquestions.com
Set up a time to talk – http://SpeakWithMatt.com
Want to work with us? Find out how we can help: https://smartmoneyquestions.com/work-with-matt/
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