The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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Ask Todd: Can an estate be too small to create a plan?
MP3•Episode home
Manage episode 484033436 series 2886221
Content provided by The Financial Exchange Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Financial Exchange Network 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://ppacc.player.fm/legal.
Todd Lutsky explains why an estate doesn't need to be extensive in order to plan to leave assets to beneficiaries. Todd also takes calls from the audience about gifting assets, deciding when you have enough to retire, avoiding capital gains tax.
…
continue reading
2391 episodes
MP3•Episode home
Manage episode 484033436 series 2886221
Content provided by The Financial Exchange Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Financial Exchange Network 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://ppacc.player.fm/legal.
Todd Lutsky explains why an estate doesn't need to be extensive in order to plan to leave assets to beneficiaries. Todd also takes calls from the audience about gifting assets, deciding when you have enough to retire, avoiding capital gains tax.
…
continue reading
2391 episodes
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