Know Your Options: The Measured Risk Podcast

Ep 018: Demystifying Financial Planning: Effective Tax Planning & Wealth Management Strategies

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R. J. Kelly is the Founder and Chief Visionary Officer of Wealth Legacy Group®, Inc. in San Diego, California, a company specializing in the diverse needs of closely held business and professional families. Creator of the Critical Actions Roadmap™, R. J. and the WLG “tribe” develop comprehensive plans that maximize investment and asset growth, mitigate risk, create clarity in family legacy & issues of philanthropy, and facilitate business succession and exit strategies. He also Co-Founded and was Program Manager for twelve years of the non-profit, The Center for Wealth & Legacy™, an organization which presented over fifty community events, including the annual “Lasting Legacy & Inspiration Awards™” and the tri-annual “Leadership Insights Forum™”.

 

R. J. has been in the financial services industry since 1977. He is a Chartered Life Underwriter®, Chartered Financial Consultant®, Retirement Income Certified Professional®, a Chartered Advisor in Philanthropy®, has a master’s in financial services with an emphasis in taxation, and is an Investment Advisor Representative of Wealth Legacy Group®, Inc., an independent Registered Investment Advisor. Additionally, he has earned the Accredited Estate Planner (AEP®) designation, recognizing a graduate-level specialization in estate planning, and the Certified Exit Planning Advisor designation, an executive MBA-style program that trains and certifies qualified professional advisors in the field of exit planning for business owners. R. J.’s latest education is the Wealth Management Certified Professional designation, which provides training in the intersection of retirement planning and wealth management skills to address the complex needs of financially successful clients.


What you’ll learn about in this episode:

  • Discover the vital role of tax mitigation strategies in achieving financial success.
  • Learn how to plan for future generations and philanthropic endeavors while navigating the intricacies of taxes and financial planning.
  • Explore how assets held in trusts offer robust protection against creditors, divorce, and excessive taxation.
  • Uncover the art of strategic philanthropy and its ability to both reduce tax burdens and support causes close to your heart.
  • Delve into the debate of AI versus human advisors, and why human expertise remains indispensable, especially for those on a budget.
  • Gain insights into the core mission of financial professionals—to untangle complex financial issues and secure your financial future.

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    Guest Resources:

    https://wealthlegacygroup.com

    https://www.linkedin.com/in/wealthlegacygroup/

    https://twitter.com/WealthLegacyGrp

    https://www.youtube.com/channel/UCr0BcxBgvQSxvo1wVaJgFLw

    https://www.facebook.com/WealthLegacyGroupInc

     

    Measured Risk Portfolios Resources:

     

    https://www.measuredriskportfolios.com

    https://www.linkedin.com/company/measured-risk-portfolios/

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    Know Your Options: The Measured Risk PodcastBy Bernard Surovsky & Larry Kriesmer