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Why Americans Need a Financial Advisor: Maximizing Legacy and Minimizing Taxes
Manage episode 407502734 series 3561344
Kandungan disediakan oleh Impact Partnership and Kevin Bock. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Impact Partnership and Kevin Bock atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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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