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Joe Murphy delves into the significant wealth held by Baby Boomers and the importance of effective estate planning.
Manage episode 452655157 series 2977845
A tartalmat a Broadcasting Experts, LLC and Joe Murphy biztosítja. Az összes podcast-tartalmat, beleértve az epizódokat, grafikákat és podcast-leírásokat, közvetlenül a Broadcasting Experts, LLC and Joe Murphy 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.
Joe Murphy delves into the significant wealth held by Baby Boomers and the importance of effective estate planning to ensure that this wealth is preserved and transferred efficiently to future generations. The discussion highlights the challenges posed by changing tax laws, healthcare costs, and the need for strategic planning to mitigate potential losses. The Rockefeller method is contrasted with the Vanderbilt legacy to illustrate the impact of planning on wealth retention. The conversation also covers income planning amid market volatility, the management of real estate wealth, and charitable giving strategies that can provide tax benefits while supporting causes important to individuals. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
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Fejezetek
1. Joe Murphy delves into the significant wealth held by Baby Boomers and the importance of effective estate planning. (00:00:00)
2. TEASE BEGINS HERE (NOT DURING SOUND EFFECT) (00:00:01)
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