In this episode of the Retire Early Podcast, financial advisors and retirement planners Sam Benson & Linwood Fraher of Martin Wealth Solutions tackle an important — and often overlooked — question: how much of your wealth will your heirs actually receive?

Sam and Linwood explain that the number you see on your account statement is rarely what ultimately gets passed on. They walk through how taxes, fees, timing, account types, and estate planning decisions can significantly impact what beneficiaries inherit.

This episode helps listeners understand the hidden factors that can reduce an inheritance — and what steps can be taken now to ensure more of your wealth reaches the people you intend it for.

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00:00 Introduction to today’s topic

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