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Legacy, Taxes, and the One Plan Most Families Forget

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connecti 
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What if the biggest challenges in retirement aren’t what you think? In this episode, George Politarhos breaks down the real concerns listeners brought up in 2025—from defining your legacy to navigating tax traps and understanding modern long‑term care options. Through relatable stories, he highlights why personalized planning matters more than ever and how small steps today can shape financial security for years to come. Whether you're preparing for retirement or reassessing your plan, this conversation offers clarity on issues many overlook.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com!

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about fam 
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