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Why Americans Need a Financial Advisor: Maximizing Legacy and Minimizing Taxes
Manage episode 407502734 series 3561344
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Only 35% of Americans use a financial advisor, despite the monumental impact financial decisions can have on one's retirement. Kevin discusses what a financial advisor brings to the table, emphasizing the critical role of knowledge in retirement planning.
The conversation unfolds with real-life examples of how expert advice can make an enormous difference in retirement outcomes. Kevin shares a case study where they transformed a potentially massive tax burden on highly appreciated assets into a $35 million tax-free legacy for a client's five children.
Whether you're dealing with highly appreciated assets, company stock, or complex financial situations, this episode showcases how a knowledgeable financial advisor can help you make informed decisions that maximize your legacy and minimize taxes.
#retirement #financialplanner #financialliteracy #wealth #fyp #podcast
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