How Do We Build Multi-Generational Wealth? [Estate Planning]

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

Nội dung được cung cấp bởi Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA. Tất cả nội dung podcast bao gồm các tập, đồ họa và mô tả podcast đều được Ari Taublieb, CFP®, MBA, Ari Taublieb, and MBA hoặc đối tác nền tảng podcast của họ tải lên và cung cấp trực tiếp. Nếu bạn cho rằng ai đó đang sử dụng tác phẩm có bản quyền của bạn mà không có sự cho phép của bạn, bạn có thể làm theo quy trình được nêu ở đây https://vi.player.fm/legal.

4M ago 20:18

MP3•Trang chủ episode

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.

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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.

Chương

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)

215 tập

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