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Securing Your Legacy: Why Estate Planning Matters in Retirement
Think estate planning is only for the wealthy? Think again! This week, Mike explores why everyone entering retirement needs an estate plan to protect their assets, avoid unnecessary taxes, and make their wishes known. Learn how to navigate the process with professional tips and practical advice.
Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/
Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573
Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike
About the show:
On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.
View all episodes
By Mike ZainoThink estate planning is only for the wealthy? Think again! This week, Mike explores why everyone entering retirement needs an estate plan to protect their assets, avoid unnecessary taxes, and make their wishes known. Learn how to navigate the process with professional tips and practical advice.
Listen to Previous Episodes: https://moneymatterswithmike.com/episodes/
Connect with Mike: https://moneymatterswithmike.com/contact/ | (704) 560-1573
Subscribe to our YouTube Page: https://www.youtube.com/@MoneyMattersWithMike
About the show:
On the show, you will learn key strategies to help protect and grow your wealth and provide for lifetime guaranteed income. Mike is committed to helping retirees hold onto more of their hard-earned wealth and is a big advocate of helping his clients reduce the total taxes they’ll be required to pay during their retirement.