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Creating a Lasting Legacy: Strategies for Wealth Transfer

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Get ready for a high-energy financial fiesta as Jeff Soltow breaks down the secrets to preserving Baby Boomer wealth across generations! In this action-packed episode, he dishes out tips on family trusts, charitable giving, and fending off inflation—while making sure your kiddos learn to handle their golden goose of a legacy. From tackling healthcare costs to mastering wealth transfer, this episode leaves listeners with a game plan to keep our financial dynasties dancing through the decades!

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Retire 360

Retire360 with Jeff Soltow is your comprehensive guide to navigating the complexities of retirement  
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