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A Love Letter Through Legacy: Planning Beyond the Numbers
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What kind of legacy will you leave behind? In this heartfelt episode, Jim Cipriotti reflects on the life and legacy of George Wendt—not just as a public figure, but as a reminder of what it means to plan with purpose. Jim dives into how legacy planning is more than numbers—it’s a lasting love letter to your family. From often-overlooked beneficiary designations that can keep your loved ones out of probate court, to the powerful tax advantages of Roth IRAs, this episode unpacks the tools that shape your financial legacy. Plus, Jim tackles the emotional leap from accumulating wealth to confidently spending it in retirement. If you're looking to make your financial plan a reflection of your values and priorities, this is a conversation you won’t want to miss.
Catch Freedom To Retire with Jim Cipriotti, powered by Retire Ready Financial Group, every Saturday at 9:00 AM and Sunday at 5:00 PM ET on WPHT.
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