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Let's talk personal strategies for your retirement. Grant Dorhout discusses the implications of having a million dollars saved for retirement, generational differences in wealth sharing, and the significance of transparency in estate planning. He emphasizes the need for effective communication between financial advisors and CPAs, the impact of changing tax laws, and the significance of maintaining proper tax documentation. The conversation also touches on finding fulfilling activities in retirement, and the importance of pursuing passions and interests.
Let's talk personal strategies for your retirement. Grant Dorhout discusses the implications of having a million dollars saved for retirement, generational differences in wealth sharing, and the significance of transparency in estate planning. He emphasizes the need for effective communication between financial advisors and CPAs, the impact of changing tax laws, and the significance of maintaining proper tax documentation. The conversation also touches on finding fulfilling activities in retirement, and the importance of pursuing passions and interests.