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In this episode, King McCray discusses three major financial mistakes families often make: ignoring the impending tax cliff, putting investment portfolios on autopilot, and delaying legacy planning. He emphasizes the importance of proactive tax planning, regular portfolio reviews, and establishing a comprehensive estate plan to ensure financial security and family harmony. The conversation highlights the need for families to prepare for future financial challenges and to educate their heirs about managing wealth responsibly.

If you would like more information when it comes to your overall retirement picture call Envision Wealth Management 800-463-4505 and set up an appointment with King McCray.

You can also click here to visit our website for more information.

financial planning, retirement, wealth management, financial literacy, inflation, , financial planning

In this episode, King McCray discusses three major financial mistakes families often make: ignoring the impending tax cliff, putting investment portfolios on autopilot, and delaying legacy planning. He emphasizes the importance of proactive tax planning, regular portfolio reviews, and establishing a comprehensive estate plan to ensure financial security and family harmony. The conversation highlights the need for families to prepare for future financial challenges and to educate their heirs about managing wealth responsibly.
If you would like more information when it comes to your overall retirement picture call Envision Wealth Management 800-463-4505 and set up an appointment with King McCray.
You can also <a href="envision-wealth.com">click here</a> to visit our website for more information.
financial planning, retirement, wealth management, financial literacy, inflation, , financial planning

Where money meets meaning...and every dollar has a purpose!

Hosted by renowned financial strategist and entrepreneur Dr. King McCray, Conscious Dollars Radio is the weekly show that helps you take control of your money with purpose, clarity, and confidence. With over $450 million in assets managed and a career spanning Fortune 500 firms to grassroots financial education, King blends real-world experience with sharp insight to guide listeners through the modern financial maze.

Each episode tackles practical strategies for growing wealth, avoiding pitfalls, and making smart, conscious decisions that align with your values—whether you're planning for retirement, launching a business, or just trying to build a better future. Empowering, relatable, and always on-point, Conscious Dollars Radio is where financial literacy meets real-life impact. Tune in and take your money—and your mindset—to the next level!

Where money meets meaning...and every dollar has a purpose!
Hosted by renowned financial strategist and entrepreneur Dr. King McCray, Conscious Dollars Radio is the weekly show that helps you take control of your money with purpose, clarity, and confidence. With over $450 million in assets managed and a career spanning Fortune 500 firms to grassroots financial education, King blends real-world experience with sharp insight to guide listeners through the modern financial maze.
Each episode tackles practical strategies for growing wealth, avoiding pitfalls, and making smart, conscious decisions that align with your values&mdash;whether you're planning for retirement, launching a business, or just trying to build a better future. Empowering, relatable, and always on-point, Conscious Dollars Radio is where financial literacy meets real-life impact. Tune in and take your money&mdash;and your mindset&mdash;to the next level!

Conscious Dollars Radio with Dr. King McCray

In this episode, King McCray discusses three major financial mistakes families often make: ignoring the impending tax cliff, putting investment portfolios on autopilot, and delaying legacy planning. He emphasizes the importance of proactive tax planning, regular portfolio reviews, and establishing a comprehensive estate plan to ensure financial security and family harmony. The conversation highlights the need for families to prepare for future financial challenges and to educate their heirs about managing wealth responsibly.  If you would like more information when it comes to your overall retirement picture call Envision Wealth Management 800-463-4505 and set up an appointment with King McCray.  You can also click here to visit our website for more information.  financial planning, retirement, wealth management, financial literacy, inflation, , financial planning