Scott and James discuss how to balance retirement income and legacy goals. Planning Points Discussed  Retirement Planning Utilizing Time Efficiently Capital Appreciation Purchasing Power Other issues (IRAs, Inflation, Financial Goals, etc.)  Timestamps: 1:30 - Introduction 2:51 - Rebalancing 6:05 - Legacy Planning 8:41 - Balancing Cash Preserves 12:19 - Asset Class Variations 18:48 - Estate Planning Opportunities 22:23 - Utilizing Leverage of Time 26:07 - Estate Tax & Gift Tax Penalties 1...

113 - How to Balance Retirement Income and Legacy Goals

Your REAL personal finance questions answered by CERTIFIED FINANCIAL PLANNER™ professionals, Scott Frank and&nbsp; Meg Bartelt. With all of the misinformation and jargon in the financial industry, it's no wonder most people are confused about how to best manage their money. James and Meg are here to give clear answers to the important questions they hear most often. If you're ready to use your finances to create a more secure financial future, this show is for you.

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113 - How to Balance Retirement Income and Legacy Goals

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