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اپیزودهای قبلی Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes را جستجو کن.

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The paycheck stops when you retire. The bills do not. In this episode, Ray Godleski breaks down the retirement income puzzle: where your income will come from, how the pieces fit together, and why a retirement plan needs to be more than just an investment account. This is part of an ongoing retirem…
What happens to your money when you pass away? Most people assume their will controls everything. It does not. In this episode, Ray Godleski breaks down why beneficiary designations are often the most important, and most overlooked, part of an estate plan. One outdated form can send money to the wr…
Your parents may be sitting on their largest asset and not know how to use it. Most families don't think about home equity until they're under pressure. This episode changes that. Ray sits down with Don Graves, RICP®, CLTC®, adjunct instructor at the American College of Financial Services and one o…
If you’re within a few years of retirement and want clarity around your retirement plan, book a complimentary consultation to build a strategy tailored to you: https://app.greminders.com/e/9bfdfdf70740f21a2e1cec4140dd884dd4ef6365 Are annuities really a smart retirement tool—or are they one of the m…
سلب مسئولیت: پادکست و آثار هنری تعبیه شده در این صفحه متعلق به Ray Godleski است که متعلق به صاحب آن است و به Listen Notes، Inc وابسته یا تایید نشده است.