Retirement Planning for High-Net-Worth Individuals
Phil's Tax Hacks
English - October 05, 2023 09:00 - 19 minutes - 27.4 MB - ★★★★★ - 4 ratingsInvesting Business News Business News Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: The Universal Truths in Retirement Planning (Part 2)
Next Episode: Retirement Planning’s “Hidden” Questions
In today's episode, we're taking a close look at high-net-worth individuals - those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We'll explore the distinct strategies and factors that come into play when securing a comfortable and prosperous retirement.
Here’s some of what we discuss in this episode:
2:57 – Planning complexities for high-net-worth individuals
5:56 – Tax planning for high-net-worth individuals
7:29 – Estate planning for high-net-worth individuals
9:03 – Liabilities for high-net-worth individuals
11:48 –Retirement planning myths for high-net-worth individuals
If you have any questions about what we discussed in this episode, reach out and we'll be happy to set up a time to talk.
For more, visit us online: http://philstaxhacks.com
Watch the video podcast on YouTube: Phil's Tax Hacks and Other Retirement Facts