Can you save too much for retirement—and what happens if you do? This episode of Retirement Red Zone with Jason Bergey explores the balance between diligent saving and enjoying life, the risks of leaving a tax burden to your heirs, and how to handle inheritances and sentimental assets without creating family stress. Learn why working with an advisor matters, how to plan for legacy and taxes, and why clear communication is key to making your wealth a true gift. Discover practical strategies for decluttering your estate and preserving your family’s future.

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