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Your Social Security, Taxes & Long Term Care
Manage episode 432710468 series 3578578
A tartalmat a Capstone Planning biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Capstone Planning vagy a podcast platform partnere tölti fel és biztosítja. Ha úgy gondolja, hogy valaki az Ön engedélye nélkül használja fel a szerzői joggal védett művét, kövesse az itt leírt folyamatot https://hu.player.fm/legal.
Keith Wilfong discusses the importance of fiduciary standards in financial advising and the difference between suitability and fiduciary standards. He also emphasizes the need for individuals to ask their current advisors about their fiduciary level of care. Keith offers a complimentary stress test of financial plans to ensure preparedness for various scenarios. He also discusses the significance of Social Security timing and taxation, as well as the benefits and misconceptions surrounding annuities. Keith also highlights the importance of planning for long-term care and offers services for small business owners, including 401(k) plans and succession planning.
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