Latest / The Financial Quarterback®: Your Game Plan to Protect Your Money and Retirement for Business and Investing
The Biggest Wealth Transfer in History Is Happening... Are You Prepared?
A historic $93 trillion wealth transfer is underway, but passing on wealth takes more than a will. In this episode, Josh discusses why estate planning, long-term care, trusts, and open family conversations are essential to protecting your legacy. Learn how to prepare your heirs, avoid common planning mistakes, and help ensure your wealth benefits the next generation the way you intend.
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The skinny
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