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In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt! The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with different advisors and taking the time to plan for retirement. And also discuss french fries being considered a "luxury".
0:00: French fries are a luxury? 4:03: Understanding Gift Taxes and Their Implications 8:49: The Importance of Comprehensive Financial Planning 13:09: The Need for a Retirement Plan: Even if Early Retirement Isn't the Goal
By Brian Bowen5
22 ratings
In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt! The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with different advisors and taking the time to plan for retirement. And also discuss french fries being considered a "luxury".
0:00: French fries are a luxury? 4:03: Understanding Gift Taxes and Their Implications 8:49: The Importance of Comprehensive Financial Planning 13:09: The Need for a Retirement Plan: Even if Early Retirement Isn't the Goal

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