The Four Stages of Retirement Planning Part 4-Transfer
Renovating Retirement With Charlie Jewett · Charlie Jewett: Author, Speaker, Coach, Whistle-Blower, Insurance Agent, Investment Advisor Represen
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Show Notes
Ok last part of this four part series. On this episode I'm going to discuss how to transfer your assets to charities and loved ones based on your goals. I'll get into how to have a bunch of life insurance without paying for it which is fun. I'll also cover some estate multiplier (how to leave more money behind) techniques as well as a bit of talk on Estate taxes.
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