The Real Retirement Podcast

[Replay] Preparing the Family for the Assets


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If you've done a good job preparing the assets for the family (completed an estate plan), how's it going preparing the family for the assets? We'll discuss a huge unstoppable hurdle that's coming for us all as we age. And we'll lay out 2 easy steps to get started with answering this question.

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

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