What does it mean to be fair yet unequal in estate planning? Explore how differing financial needs, family contributions, and the complexities of sibling relationships impact retirement planning. Discover actionable insights, from using life insurance to equalize asset distribution to fostering open communication to minimize family disputes. Join Joe and Lindsay's conversation on navigating family dynamics and creating a personalized, transparent estate plan for a smooth and equitable transition into retirement. Read the full show notes and find more information here: <a href= "https://www.retirementplanningsimplified.ca/blog">EP 78 Show Notes</a>

What does it mean to be fair yet unequal in estate planning? Explore how differing financial needs, family contributions, and the complexities of sibling relationships impact retirement planning. Discover actionable insights, from using life insurance to equalize asset distribution to fostering open communication to minimize family disputes. Join Joe and Lindsay's conversation on navigating family dynamics and creating a personalized, transparent estate plan for a smooth and equitable transition into retirement. Read the full show notes and find more information here: EP 78 Show Notes

What does it mean to be fair yet unequal in estate planning? Explore how differing financial needs, family contributions, and the complexities of sibling relationships impact retirement planning. Discover actionable insights, from using life insurance to equalize asset distribution to fostering open communication to minimize family disputes. Join Joe and Lindsay's conversation on navigating family dynamics and creating a personalized, transparent estate plan for a smooth and equitable transition into retirement. Read the full show notes and find more information here: <a href="https://www.retirementplanningsimplified.ca/blog" rel="noopener noreferrer">EP 78 Show Notes</a>

EP #78: Inheritance: Why Fair and Equal Aren't the Same

Welcome to the Retirement Planning Simplified Podcast.
Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work.

Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love.

You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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Welcome to the Retirement Planning Simplified Podcast. Join Joseph Curry, CFP Professional and retirement planning specialist, to learn how to simplify your retirement planning. If you're approaching retirement or have already entered your early retirement years, this podcast is designed to help you answer your big retirement questions like... Can I afford to retire? How do I create a paycheck in retirement? How do I pay less tax in retirement? And even big questions about life after work. Through Retirement Planning education, resources, and expert interviews, Joseph will help you get clear on your vision for retirement including what that looks like for you, how to simplify it, and what you will need specifically to achieve or maintain financial freedom, live out your dreams and create future opportunities for the ones you love. You can find more information, tools, and resources for your Retirement Planning at https://retirementplanningsimplified.ca.

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EP #78: Inheritance: Why Fair and Equal Aren't the Same

EP #78: Inheritance: Why Fair and Equal Aren't the Same

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