The Real Retirement Podcast

How to Give Money to Your Heirs


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Roughly $61 trillion will go to heirs between 2018 and 2042. On today's episode, I'm going to share with you how you can properly gift your piece correctly by thinking through 3 big questions:

1. Why do I possess what I possess?

2. What should we pass on?

3. How can we give financial capital effectively?

 

For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings 

 

Show Notes:

WSJ Older Americans Stockpiled a Record $35 Trillion The Almanack of Naval Ravikant 

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The Real Retirement PodcastBy Stephen H. Nelson, CFA, CFP®