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Top Estate Planning Tips for Financial Security and Peace of Mind with Steven Wagner
Manage episode 448767282 series 3596977
Are you prepared for the financial future you envision? In this episode of Buried in Work, host Jared Rizzi delves into essential estate planning strategies with Steven Wagner, a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (SEPA) with over 30 years of expertise. Estate planning is a crucial step toward financial stability and peace of mind, yet it can often feel overwhelming. Whether you’re approaching retirement or just beginning to plan for the future, having a solid strategy can secure wealth transfer, address challenges like inflation and longevity, and ensure a smooth transition of assets.
Steven shares his insights on the financial tools that matter most—such as wills, living trusts, and life insurance—and the importance of creating a legacy that aligns with your values. Join us as we explore practical estate planning tips to make your financial future more secure and manageable.
Key Takeaways:
• Understand Wealth Transfer Tools: Learn how wills, living trusts, and life insurance play a crucial role in transferring wealth and protecting your family’s legacy.
• Plan for Longevity and Inflation: Discover strategies to address the growing challenge of outliving your retirement savings and adapting to changing interest rates.
• Estate Planning for Small Business Owners: Learn how to prepare for business continuity and ensure a smooth succession plan to protect your business and loved ones.
• Find the Right Financial Advisor: Steven shares what to look for in a financial advisor, focusing on a holistic approach to estate and financial planning.
Show Links:
• Connect with Steven Wagner: Visit his website to learn more on making wise financial decisions at https://iwaplan.com/
If you found this episode helpful, please consider subscribing to Buried in Work, leaving a review, or sharing it with a friend. For more estate planning resources, visit buriedinwork.com. Your support helps us continue bringing expert insights to help you simplify estate planning and secure your financial future.
26 episoder
Manage episode 448767282 series 3596977
Are you prepared for the financial future you envision? In this episode of Buried in Work, host Jared Rizzi delves into essential estate planning strategies with Steven Wagner, a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (SEPA) with over 30 years of expertise. Estate planning is a crucial step toward financial stability and peace of mind, yet it can often feel overwhelming. Whether you’re approaching retirement or just beginning to plan for the future, having a solid strategy can secure wealth transfer, address challenges like inflation and longevity, and ensure a smooth transition of assets.
Steven shares his insights on the financial tools that matter most—such as wills, living trusts, and life insurance—and the importance of creating a legacy that aligns with your values. Join us as we explore practical estate planning tips to make your financial future more secure and manageable.
Key Takeaways:
• Understand Wealth Transfer Tools: Learn how wills, living trusts, and life insurance play a crucial role in transferring wealth and protecting your family’s legacy.
• Plan for Longevity and Inflation: Discover strategies to address the growing challenge of outliving your retirement savings and adapting to changing interest rates.
• Estate Planning for Small Business Owners: Learn how to prepare for business continuity and ensure a smooth succession plan to protect your business and loved ones.
• Find the Right Financial Advisor: Steven shares what to look for in a financial advisor, focusing on a holistic approach to estate and financial planning.
Show Links:
• Connect with Steven Wagner: Visit his website to learn more on making wise financial decisions at https://iwaplan.com/
If you found this episode helpful, please consider subscribing to Buried in Work, leaving a review, or sharing it with a friend. For more estate planning resources, visit buriedinwork.com. Your support helps us continue bringing expert insights to help you simplify estate planning and secure your financial future.
26 episoder
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