053. Confident Retirement Planning
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053. Confident Retirement Planning
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À propos de cet audio
Barry Watts and Ralph Hipp explore retirement planning through a holistic lens—covering income, principal protection, tax reduction, long-term care, and estate planning. Barry shares cautionary client stories about missed tax savings and the risks of losing integrated advice. With guest Jeremy Zickefoose, they outline the six steps to retirement confidence, explain the advantages of donor-advised funds and qualified charitable distributions, and answer listener questions on Medicare transitions, retirement income planning, and business exit strategies.
Get Watts On Wealth the Book: https://a.co/d/bETW4aY
Website: https://wealthcarecorp.com/
Facebook: https://www.facebook.com/WealthCareCorp
YouTube: https://www.youtube.com/@WattsOnWealth
Click the link to listen now: https://pod.link/1737485633
Be sure to listen to Watts on Wealth with Barry Watts every Sunday at 8:30am on Springfield’s Talk 104.1 FM
- 053. Confident Retirement Planning -
“Thank you for Listening” - J. Barry Watts
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