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Should Seniors Give It All Away like Buffett or “Die with Zero”?
Manage episode 456227850 series 1212530
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they want to be cared for, how they want their assets distributed, and who they trust to settle their estate and preserve their legacy.
But an estate plan check-up is also a good opportunity to review your feelings around what your money means to you, both while you're still around to enjoy it and after the next generation takes over. On today's show, we discuss lessons from two different approaches to estate planning that all seniors should think about as they prepare their financial plans for a new year.
236 つのエピソード
Manage episode 456227850 series 1212530
Reviewing your estate plan is an important part of the year-end review sessions that we hold at Keen Wealth. At least annually, folks should make sure that their plan is still in sync with how they want to be cared for, how they want their assets distributed, and who they trust to settle their estate and preserve their legacy.
But an estate plan check-up is also a good opportunity to review your feelings around what your money means to you, both while you're still around to enjoy it and after the next generation takes over. On today's show, we discuss lessons from two different approaches to estate planning that all seniors should think about as they prepare their financial plans for a new year.
236 つのエピソード
すべてのエピソード
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1 The Hidden Money Traps That Could Derail Your Retirement 36:08
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1 Natural Disasters, Bitcoin, and Market Uncertainty: What Every Investor Needs to Know to Stay Sane and Solvent 35:51
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1 Here’s How Social Security, Retirement Planning, and Taxes are Changing in 2025 34:12
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1 Should Seniors Give It All Away like Buffett or “Die with Zero”? 41:45
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1 A Keen Wealth Case Study: Planning for Early Retirement Before Age 60 47:27
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1 What a Second Trump Term Could Mean for Social Security, Taxes, and Interest Rates 39:14
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1 3 Financial Strategies You and Your Advisor Should Consider Before December 31st 37:39
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1 Answering Your Questions About the Next Recession, AI Investing, and the Federal Deficit 45:22
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1 Will the 2024 Presidential Election Change How Your Capital Gains Are Taxed? 38:08
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1 Reflecting on the Historical and Financial Lessons of 9/11 33:08
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1 5 Keys to Protecting Your Money and Your Relationships When Lending to Loved Ones 30:02
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1 Weighing the Pros and Cons of Taking Social Security at Age 62 35:12
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1 Get Tax Smart: Insights on Gold, Mistakes, and IRA Forms 48:19
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