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Build Wealth and Create a Legacy
Manage episode 489899734 series 3468502
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Brian Akers and Jeffrey Akers, both Certified Financial Planners, discuss strategies for building wealth and creating a legacy in retirement. They emphasize the importance of planning beyond financial independence, focusing on wealth preservation and tax efficiency. They highlight the significance of determining the purpose of money, whether for family, charity, or other causes. The conversation covers various financial tools like trusts, charitable gift annuities, and donor-advised funds to manage and distribute wealth effectively. They stress the need for comprehensive estate planning to minimize taxes and ensure assets are distributed according to one's wishes, ultimately aiming to create a lasting legacy.
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