• What’s Missing from Your Current Retirement Plan? Figuring Out the Taxes When You Inherit Money | Flat Fee or Fee-Based Advisor? | Do You Have Financial Amnesia?

  • Feb 8 2025
  • Length: 55 mins
  • Podcast

What’s Missing from Your Current Retirement Plan? Figuring Out the Taxes When You Inherit Money | Flat Fee or Fee-Based Advisor? | Do You Have Financial Amnesia?

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  • Summary

  • On this episode:

    • What do we usually see when people come in for a second opinion?
    • Don’t be Bad Santa when passing down money.
    • How Golden Reserve is different with how you pay for services.
    • As you plan don’t forget what happened in 2008.

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