Episode 14: Wealth Transfer
Smart Retirement
English - December 26, 2019 18:00 - 1 hour - 85.3 MB - ★★★★★ - 9 ratingsInvesting Business Education Self-Improvement smart retire retirement money personal finances finance mortgage reverse rmd Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 13: Thank You & Happy Holidays
Next Episode: Capturing the Gains from 2019!
In this episode, Mike & Matt discuss different strategies and ideas of how to properly pass on your assets to your beneficiaries and avoid things like unnecessary taxes and probate.