Legacy, Taxes, and the One Plan Most Families Forget
Автор: Patria Wealth Group
Загружено: 2025-12-16
Просмотров: 9
What if the biggest challenges in retirement aren’t what you think? In this episode, George Politarhos breaks down the real concerns listeners brought up in 2025—from defining your legacy to navigating tax traps and understanding modern long‑term care options. Through relatable stories, he highlights why personalized planning matters more than ever and how small steps today can shape financial security for years to come. Whether you're preparing for retirement or reassessing your plan, this conversation offers clarity on issues many overlook.
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