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Joe Murphy delves into the significant wealth held by Baby Boomers and the importance of effective estate planning.
Manage episode 452655157 series 2977845
المحتوى المقدم من Broadcasting Experts, LLC and Joe Murphy. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Broadcasting Experts, LLC and Joe Murphy أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Joe Murphy delves into the significant wealth held by Baby Boomers and the importance of effective estate planning to ensure that this wealth is preserved and transferred efficiently to future generations. The discussion highlights the challenges posed by changing tax laws, healthcare costs, and the need for strategic planning to mitigate potential losses. The Rockefeller method is contrasted with the Vanderbilt legacy to illustrate the impact of planning on wealth retention. The conversation also covers income planning amid market volatility, the management of real estate wealth, and charitable giving strategies that can provide tax benefits while supporting causes important to individuals. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.
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فصول
1. Joe Murphy delves into the significant wealth held by Baby Boomers and the importance of effective estate planning. (00:00:00)
2. TEASE BEGINS HERE (NOT DURING SOUND EFFECT) (00:00:01)
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