Episode 62
How NOT to Leave Money to Your Family
Retire at New Heights with Johnnie Roberts
September 5, 202512m 33s
Audio is streamed directly from the publisher (cdn.simplecast.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
In this episode, retirement planning expert Johnnie Roberts shares the rules and guidelines and principles you need to know to protect your heirs from paying too much in taxes on inherited money. This is an important topic and insightful episode that will help your family Retire at new Heights.