High Net Worth Planning - April 19, 2025

Retirement Regrets

Jeff and Camille go over some of the major regrets people have when it comes to retirement planning, including not starting to save early enough and more. They also look at ways to take control of your retirement planning, as well as answering some listener questions.

Top Five Signs You Need A New Advisor

The advisor who helped grow your investment accounts may not be the one to help put a retirement plan together for you. Jeff and Camille look at signs to watch for which could indicate you should look for someone different to manage your money for the stage of life you are in. They also answer listener questions in the ever popular mailbag segment.

In A Better Position

A recent poll discovered many younger workers feel they are not in as good as financial shape when it comes to retirement as their parents were. Jeff and Camille go over these results and discuss ways people can help themselves get into a better position for retirement. They also answer listener questions from the mailbag.

Protected Income

A retirement income plan needs guaranteed sources of money to cover regular expenses. Jeff and Camille take a look at what can provide this protected income, such as Social Security optimization and income providing annuities, and how to make it as tax efficient as possible.

High Net Worth Planning - April 19, 2025

Wealthier, or so-called high net worth clients, need a financial plan as much as anyone. And their wealth can provide different opportunities as well. Jeff and Camille discuss why these opportunities are so important not only now, but in passing a legacy down in a tax efficient manner. They also take a look at timeless advice with historical quotes from famous people.