Episode 11: Son of Immigrants, Kelly Brothers Personal History to Financial Future.

Bite Sized Finance

As a kid, I remember my parents' stories about leaving Ireland with little more than hope for a better future, and the importance they placed on educating us, their children. That tenacity and foresight is the spirit behind today's conversation where we'll navigate the twists and turns of retirement planning, a journey that's become an individual responsibility in today's society. It's a path littered with "what ifs" and complex choices, from deciding when to retire to dealing with potential wealth taxes. From my family's immigrant journey to advising young doctors on avoiding the seductive trap of lifestyle inflation, we'll cover some of the emotional and financial implications of life's big decisions. We'll also touch on estate tax law changes set to shake up financial planning for many, underscoring why getting ahead of these shifts is crucial for securing your legacy. And as you contemplate your own financial voyage, I'll share insights into the key traits to seek in a financial advisor, ensuring you have a co-captain who's as invested in reaching your destinations as you are. For more information on what we provide at Captrust visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: [email protected] To reach me at Captrust visit www.captrust.com/locations/sacramento-ca/