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Tatyana Bunich discusses the impending $84 trillion wealth transfer from baby boomers to their heirs, emphasizing the importance of financial education and planning.
Tatyana Bunich discusses the impending $84 trillion wealth transfer from baby boomers to their heirs, emphasizing the importance of financial education and planning. She highlights the lack of financial knowledge among inheritors and the potential pitfalls they face, including significant tax burdens and mismanagement of inherited wealth. Tatyana stresses the necessity of estate planning, the role of financial advisors, and the importance of preparing heirs for their financial responsibilities. The conversation also covers long-term care insurance, social security timing, and the significance of asset location in maximizing financial outcomes. Call 888-843-0143. Text SMART to 600700. Visit F1 Wealth to learn more.
See omnystudio.com/listener for privacy information.
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By Financial 1 WealthTatyana Bunich discusses the impending $84 trillion wealth transfer from baby boomers to their heirs, emphasizing the importance of financial education and planning. She highlights the lack of financial knowledge among inheritors and the potential pitfalls they face, including significant tax burdens and mismanagement of inherited wealth. Tatyana stresses the necessity of estate planning, the role of financial advisors, and the importance of preparing heirs for their financial responsibilities. The conversation also covers long-term care insurance, social security timing, and the significance of asset location in maximizing financial outcomes. Call 888-843-0143. Text SMART to 600700. Visit F1 Wealth to learn more.
See omnystudio.com/listener for privacy information.