Manage episode 300192328 series 2653925
Scott and James discuss how to balance retirement income and legacy goals.
Planning Points Discussed
- Retirement Planning
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
1:30 - Introduction
2:51 - Rebalancing
6:05 - Legacy Planning
8:41 - Balancing Cash Preserves
12:19 - Asset Class Variations
18:48 - Estate Planning Opportunities
22:23 - Utilizing Leverage of Time
26:07 - Estate Tax & Gift Tax Penalties
18:54 - Diversification Benefits
30:12 - Aligning Your Financial Goals
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