• Gifting strategies can help manage the upcoming wealth transfer

  • Feb 11 2025
  • Length: 29 mins
  • Podcast

Gifting strategies can help manage the upcoming wealth transfer

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  • Summary

  • Rick Hughes discusses various aspects of retirement planning, focusing on the importance of education, understanding investment strategies, and navigating Medicare and Social Security. He will emphasize the need for a customized retirement plan that considers individual goals, market conditions, and potential future changes in legislation.

    Get to know the Hughes team and schedule a time to speak with them at https://hughesretirementgroup.com/

    See omnystudio.com/listener for privacy information.
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