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The Real Retirement Podcast


Dec 1, 2021

Roughly $61 trillion will go to heirs between 2018 and 2042. On today's episode, I'm going to share with you how you can properly gift your piece correctly by thinking through 3 big questions:

1. Why do I possess what I possess?

2. What should we pass on?

3. How can we give financial capital effectively?

 

For more content on how to retire confidently, head over to www.birchwoodcapital.com/writings