Celebrity Financial Missteps
This conversation discusses the financial mistakes made by celebrities and provides lessons on estate planning, tax planning, diversification, and the importance of transparency in financial advisors. The conversation emphasizes the need for proper estate planning, including the use of trusts to avoid probate. It also highlights the importance of tax planning, diversifying investments, and working with transparent financial advisors. In this conversation, Alan discusses the importance of guaranteed lifetime income for retirement, building trust and transparency with financial advisors, minimizing tax liability, tax considerations for Roth IRAs and pre-tax 401(k)s, being proactive with taxes and retirement planning, and the importance of a comprehensive retirement plan.
You can reach Alan by calling 479-935-9767.
Retirement Strategies Group of Northwest Arkansas
See omnystudio.com/listener for privacy information.