In this episode, we delve into the complexities of preserving family wealth and values across generations. While traditional estate planning often focuses on financial assets, many families face the challenge of maintaining cohesion and shared purpose. Statistics show that a significant portion of inherited wealth dissipates within 18 months, not due to poor investment choices but often because of unresolved interpersonal dynamics and lack of communication.

As wealth accumulates, so do the challenges: illiquid assets like businesses and real estate become difficult to divide, and the availability of legal resources can complicate rather than simplify the transfer process. The emotional toll on families during this period can be profound, with relationships strained and legacies at risk.

Lauren has led Bquest in developing holistic solutions that ensure financial institutions can offer their clients a seamless and supportive experience when navigating the complexities of aging and end of life, planning under her leadership, Bquest has become a trusted partner to financial firms.

In this episode of Reimagining Retirement, we welcome Beth Walker, a financial planner and author of Buying College Better. Beth discusses the critical need for a paradigm shift in how families view college financing, emphasizing that college should be approached as a purchase rather than just an expense. While traditional planning focuses on paying for college after the fact, Beth advocates for strategic planning from the outset, providing families with tools and insights to navigate this complex landscape. Join us as we explore new perspectives that can transform the conversation around college planning!

Join us as we speak with special guest Oscar Mink as we discuss life's challenges and blessings. we will shift into retirement planning, the importance of annuities in providing a guaranteed income stream for life. Oscar highlights the evolution of annuities and their misconceptions, while Christine stresses their importance in cash flow and buying power. Oscar shows us why it is important to advocate for a more proactive approach to annuities in retirement planning.

Eliminate fear from your retirement, minimize taxes, take control and gain Permission to Spend.

You will be afraid to spend. Millions of Americans are under-enjoying their retirement because they’re afraid of the “what-ifs” that could derail their best-laid plans. They’re afraid of what happens if they live too long, markets crash or they require expensive ongoing care that their plans cannot support. They’re afraid of running out of money at a time when doing so would be catastrophic. These people are victims of an industry that has been seduced by the sexiness of accumulating investments, with no regard for how to use them later in life. With a modern twist on a centuries-old strategy, this book will help you understand how to begin with the end in mind and set up your finances to maximize income during your lifetime, while ensuring your goals are protected.

Join us as we meet Paul Morgan and learn more about the work he and his wife Eileen do for families dealing with Alzheimer's. Providing you with caregiver support groups and options to make this life transition easier for you, your family and friends "Caregiving often calls us to lean into love we didn't know possible"

https://www.seniorcareauthority.com/locations/dallas-tx/

Chat with special guest Arthur Barlow and discover some of the new technology that is available to agents to help support clients. You want to work with an insurance agent that is keeping up with all the products and services that are available. If you’ve been with the same insurance agent for 30 years, are they doing things the same way they did 30 years ago (Assets at retirement vs Income at retirement). What tools can be at YOUR fingertips - let's find out together!

Join us with special guest Beth Walker with Carson Wealth as we challenge conventional wisdom thinking for monetarily planning for retirement.