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Memories Over Money: A New Take on Wealth Transfer

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Manage episode 496541777 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or don’t spend their accumulated wealth. Topics include funding a college education, paying for long-term care, or simply treating your family with gifting; there are plenty of ways to use your hard-earned wealth. In the context of a comprehensive financial plan, the trio offers advice and best practices to ensure your desired legacy and financial priorities are achieved. See below a related Kiplinger article. #financialplanning #investing #stocks #bonds #stockmarket #legacy #gifting #goals #estateplanning https://www.kiplinger.com/retirement/estate-planning/holding-wealth-why-retirees-shouldnt- focus-on-leaving-an-inheritance Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1002 episodes

Artwork
iconShare
 
Manage episode 496541777 series 7742
Content provided by J. Christopher Boyd. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by J. Christopher Boyd or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or don’t spend their accumulated wealth. Topics include funding a college education, paying for long-term care, or simply treating your family with gifting; there are plenty of ways to use your hard-earned wealth. In the context of a comprehensive financial plan, the trio offers advice and best practices to ensure your desired legacy and financial priorities are achieved. See below a related Kiplinger article. #financialplanning #investing #stocks #bonds #stockmarket #legacy #gifting #goals #estateplanning https://www.kiplinger.com/retirement/estate-planning/holding-wealth-why-retirees-shouldnt- focus-on-leaving-an-inheritance Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr

  continue reading

1002 episodes

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