In this episode of SoundPath to Retirement, the hosts discuss the multifaceted nature of legacy beyond just financial wealth, emphasizing the importance of mentorship in wealth transfer, the implications of estate and inheritance taxes, and the role of charitable giving. They explore effective strategies for structuring retirement income, managing sequence of return risk, and planning for unexpected life events, including long-term care considerations. The conversation also addresses common retirement concerns and answers listener questions about financial planning.

Reach out to Ben and Matt at 877-249-6900 or https://soundpathretirement.com/

See omnystudio.com/listener for privacy information.