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In this episode of Family First Retirement, George Politarhos discusses the journey of retirement, focusing on the importance of having a solid plan. He shares personal anecdotes about his wife Leslie's transition into retirement and emphasizes the need for stress testing retirement plans. The conversation highlights the significance of family in financial planning, navigating taxes, and strategies for wealth transfer. George also stresses the importance of building a balanced financial portfolio to prepare for fluctuations in the market and personal circumstances.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
By George PolitarhosIn this episode of Family First Retirement, George Politarhos discusses the journey of retirement, focusing on the importance of having a solid plan. He shares personal anecdotes about his wife Leslie's transition into retirement and emphasizes the need for stress testing retirement plans. The conversation highlights the significance of family in financial planning, navigating taxes, and strategies for wealth transfer. George also stresses the importance of building a balanced financial portfolio to prepare for fluctuations in the market and personal circumstances.
For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.