In this episode of Values Driven Wealth, Gary Nolan and Jim Kreid discuss the current financial landscape affecting retirement planning. They cover key topics such as inflation, tariffs, social security reform, generational differences in retirement planning, and the importance of estate planning. The conversation emphasizes the need for retirees to adapt their strategies in response to economic changes and highlights the significance of having a comprehensive financial plan. They also discuss the importance of gifting in estate planning and how family foundations can instill philanthropic values in future generations. The conversation transitions into a Q&A segment where they address listener concerns regarding mortgages, investment strategies, and the impact of taxes on retirement planning.
Reach out to Jim at 800-711-9960 or https://www.sr724.com/
See omnystudio.com/listener for privacy information.
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