Don Sowa's MoneyTalkSharing the Wealth
Don Sowa's MoneyTalk
Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please co…42 clip(s)
Loading playlist
For early baby boomers, the transfer of wealth to the next generation typically took place at death, but today we are seeing far more retirees beginning to transfer their wealth while still living, which can require a more complex estate planning process. Donna discusses estate planning considerations for those looking to begin the wealth transfer process early. Also on MoneyTalk, how to balance our rising expectations for happiness, and determining the order in which to take your retirement income.
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
Host: Donna Sowa Allard, CFP®, AIF®; Air Date: 6/10/2024. Have a question for the hosts? Visit sowafinancial.com/moneytalk-radio to join the conversation!
