In this episode of the Freedom to Retire podcast, Jim discusses the importance of estate planning, especially when it comes to protecting your assets from unwanted inheritance. He talks about the different types of trusts that can be used to keep your money in the hands of your loved ones, even if they get divorced or remarried. He also discusses the importance of updating your beneficiaries on your retirement accounts and life insurance policies.

If you're concerned about protecting your assets, this episode is for you. Listen to learn more about the different ways to safeguard your hard-earned money. 

Call Jim today for your complimentary Estate Plan Review! 

#estateplanning #trusts #inheritance #retirement #financialplanner #financialliteracy #wealth #fyp #podcast   Listen to the “Freedom to Retire” podcast anytime on   Apple,  Spotify or  Google!  

 Tap into more insights from Jim and his team on Facebook, Instagram and at RetireReadyFG.com.

Catch Freedom To Retire, the radio show with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM ET on WPHT. 

 About Jim Cipriotti, AIF®, Founder 

James (Jim) V. Cipriotti, AIF®, has been serving his clients in the greater Philadelphia and southern New Jersey area for nearly 25 years. James always puts the best interests of his clients first. By taking a comprehensive approach, James looks at all aspects of his clients’ financial portfolio to help develop a detailed strategy for the future.

Jim graduated from St. Joseph’s University in 1998, magna cum laude with a bachelor’s degree in finance at the top 25 in his class. At the start of his career, Jim was hired by Prudential as a full-service financial advisor offering investment, insurance, and financial planning services to help his clients reach their financial goals. Rapidly excelling towards the top of his agency, Jim decided to take the next step in his career and became the general manager of his own ING agency.

Throughout his years of experience, Jim has earned multiple financial professional distinctions, including the certified senior adviser designation. Jim has also earned the revered chartered mutual fund counselor accreditation. Always keeping his clients’ best interests in mind, his main focus is to safely grow their wealth.  Listen to the “Freedom to Retire” podcast anytime on   Apple,  Spotify or  Google!

In this episode of the Freedom to Retire podcast, Jim discusses the importance of estate planning, especially when it comes to protecting your assets from unwanted inheritance. He talks about the different types of trusts that can be used to keep your money in the hands of your loved ones, even if they get divorced or remarried. He also discusses the importance of updating your beneficiaries on your retirement accounts and life insurance policies. If you're concerned about protecting your assets, this episode is for you. Listen to learn more about the different ways to safeguard your hard-earned money.  <a href="https://retirereadyfg.com/">Call Jim today for your complimentary Estate Plan Review! </a> #estateplanning #trusts #inheritance #retirement #financialplanner #financialliteracy #wealth #fyp #podcast   Listen to the “Freedom to Retire” podcast anytime on  <a href="https://podcasts.apple.com/us/podcast/freedom-to-retire/id1608422418"> Apple</a>, <a href="https://open.spotify.com/show/4huQXWJ8FfMxK09CmScnSr?si=UIfbGjbgSz61WWFJkDeYgQ&nd=1"> Spotify</a> or <a href="https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5saWJzeW4uY29tLzM5NTg3OS9yc3M"> Google</a>!   Tap into more insights from Jim and his team on <a title="Facebook" href="https://www.facebook.com/profile.php?id=100038071297472" target="_blank" rel="noopener">Facebook</a>, <a title="Instagram" href="https://www.instagram.com/retirereadyfg/" target="_blank" rel="noopener">Instagram</a> and at <a title="Website Contact Us Page" href="https://retirereadyfg.com/contact/" target="_blank" rel="noopener">RetireReadyFG.com</a>. Catch Freedom To Retire, the radio show with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM ET on WPHT.    About Jim Cipriotti, AIF®, Founder James (Jim) V. Cipriotti, AIF®, has been serving his clients in the greater Philadelphia and southern New Jersey area for nearly 25 years. James always puts the best interests of his clients first. By taking a comprehensive approach, James looks at all aspects of his clients’ financial portfolio to help develop a detailed strategy for the future. Jim graduated from St. Joseph’s University in 1998, magna cum laude with a bachelor’s degree in finance at the top 25 in his class. At the start of his career, Jim was hired by Prudential as a full-service financial advisor offering investment, insurance, and financial planning services to help his clients reach their financial goals. Rapidly excelling towards the top of his agency, Jim decided to take the next step in his career and became the general manager of his own ING agency. Throughout his years of experience, Jim has earned multiple financial professional distinctions, including the certified senior adviser designation. Jim has also earned the revered chartered mutual fund counselor accreditation. Always keeping his clients’ best interests in mind, his main focus is to safely grow their wealth.  Listen to the “Freedom to Retire” podcast anytime on  <a href="https://podcasts.apple.com/us/podcast/freedom-to-retire/id1608422418"> Apple</a>, <a href="https://open.spotify.com/show/4huQXWJ8FfMxK09CmScnSr?si=UIfbGjbgSz61WWFJkDeYgQ&nd=1"> Spotify</a> or <a href="https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5saWJzeW4uY29tLzM5NTg3OS9yc3M"> Google</a>!

Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence.

Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisioned lifestyle for your post-career years. Leveraging his wealth of knowledge, Jim serves as your guide, providing insights and strategic approaches for a more prosperous and gratifying retirement.

Subscribe today and empower yourself to make smart financial decisions for a secure and fulfilling retirement.

Learn more about Jim and his team at RetireReadyFG.com or on social media: Facebook, Instagram, and LinkedIn.

Welcome to the Freedom to Retire podcast with host and financial advisor Jim Cipriotti! Join us as we explore the intricacies of retirement preparedness with Jim, a seasoned advisor from Retire Ready Financial Group. In each episode, Jim delves into essential retirement topics, analyzes current trends, and imparts invaluable tips to fortify your journey towards retirement with confidence.
Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisioned lifestyle for your post-career years. Leveraging his wealth of knowledge, Jim serves as your guide, providing insights and strategic approaches for a more prosperous and gratifying retirement.
Subscribe today and empower yourself to make smart financial decisions for a secure and fulfilling retirement.
Learn more about Jim and his team at <a href="https://bit.ly/3LZ6o8m">RetireReadyFG.com</a> or on social media: <a href="https://bit.ly/3FeRvLu">Facebook</a>, <a href="https://bit.ly/46GNk7z">Instagram</a>, and <a href="https://bit.ly/491AVwu">LinkedIn</a>.

Join Jim as he covers key principles for attaining financial security, aiding you in crafting the envisioned lifestyle for your post-career years.

Freedom To Retire

In this episode of the Freedom to Retire podcast, Jim discusses the importance of estate planning, especially when it comes to protecting your assets from unwanted inheritance. He talks about the different types of trusts that can be used to keep your...

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