PLAY PODCASTS
If You Have $1-3 Million Or More, LISTEN TO THIS! [Episode 64]
Season 1 ยท Episode 64

If You Have $1-3 Million Or More, LISTEN TO THIS! [Episode 64]

Joe Knows Retirement ยท Joe Schmitz Jr.

June 25, 202415m 8s

Audio is streamed directly from the publisher (traffic.libsyn.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.

Show Notes

Are you familiar with the estate tax? As Joe explains in this episode of Joe Knows Retirement, if you have $1-3 million or more and you don't plan for estate taxes, you could see a significant amount of your assets go to Uncle Sam after you pass away. Joe discusses what the estate tax is, why it can be so devastating, and what you can do to minimize its cost on your life earnings.

Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/

๐ŸŽฅ Subscribe to our YouTube channel: https://bit.ly/430T9Lv

๐Ÿ“šGet a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html

๐ŸŸฅ Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement

๐Ÿ“ž Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/