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Top Estate Planning Tips for Financial Security and Peace of Mind with Steven Wagner
Manage episode 448767282 series 3596977
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Are you prepared for the financial future you envision? In this episode of Buried in Work, host Jared Rizzi delves into essential estate planning strategies with Steven Wagner, a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (SEPA) with over 30 years of expertise. Estate planning is a crucial step toward financial stability and peace of mind, yet it can often feel overwhelming. Whether you’re approaching retirement or just beginning to plan for the future, having a solid strategy can secure wealth transfer, address challenges like inflation and longevity, and ensure a smooth transition of assets.
Steven shares his insights on the financial tools that matter most—such as wills, living trusts, and life insurance—and the importance of creating a legacy that aligns with your values. Join us as we explore practical estate planning tips to make your financial future more secure and manageable.
Key Takeaways:
• Understand Wealth Transfer Tools: Learn how wills, living trusts, and life insurance play a crucial role in transferring wealth and protecting your family’s legacy.
• Plan for Longevity and Inflation: Discover strategies to address the growing challenge of outliving your retirement savings and adapting to changing interest rates.
• Estate Planning for Small Business Owners: Learn how to prepare for business continuity and ensure a smooth succession plan to protect your business and loved ones.
• Find the Right Financial Advisor: Steven shares what to look for in a financial advisor, focusing on a holistic approach to estate and financial planning.
Show Links:
• Connect with Steven Wagner: Visit his website to learn more on making wise financial decisions at https://iwaplan.com/
If you found this episode helpful, please consider subscribing to Buried in Work, leaving a review, or sharing it with a friend. For more estate planning resources, visit buriedinwork.com. Your support helps us continue bringing expert insights to help you simplify estate planning and secure your financial future.
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