Retire Wise: Your Road Map to End Dependence
Welcome to Retire Wise: Your Roadmap to End Dependence. Hosted by qualified professionals Tyler Jones, WMCP, and Michael Miller, our show is dedicated to guiding you through the complexities of retirement planning with a focus on tax efficiency, principal preservation, and explore income opportunities with a focus on stability.
Each episode delves into strategies for building a retirement plan that not only helps preserve your hard-earned assets but also helps maximize your financial confidence. From tax-saving tips to exploring diverse options for income planning, Tyler and Michael break down essential concepts and provide actionable advice to help you achieve a confident retirement.
Tune in for insightful discussions, knowledgeable interviews, and practical tips that will empower you to take control of your financial future. Whether you're nearing retirement or planning for it, Retire Wise provides the guidance and resources you need to help build a confident retirement plan.
To learn more, visit www.efteam.us
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Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. 2550514 - 8/24
Retire Wise: Your Road Map to End Dependence
Receiving an Inheritance
In this episode, Michael and Tyler explore a sensitive yet
important topic for many:
What happens when you receive an inheritance from a loved
one?
While the emotional toll of losing someone is undeniable, there
are also significant financial considerations to navigate. Tyler and
Michael discuss some key steps to take when receiving an
inheritance, with a major focus on understanding the tax
implications.
Inheritance-related taxes are often the biggest question, and in
this episode, they break down some of the most common tax
situations most people face when they receive a gift from a loved
one. As the episode wraps up, Tyler and Michael shift focus to
actionable ideas for using the inheritance money wisely.
Tune in as they discuss strategies for paying off debt, creating income, and
investing for long-term goals, giving you a comprehensive
roadmap to make the most of your inheritance.
Click here for the Free Inheritance Checklist (no email required)
Click here for the Free Inheritance Flow Chart (no email required)
Learn more at www.efteam.us
