Tatyana Bunich discusses the impending $84 trillion wealth transfer from baby boomers to their heirs, emphasizing the importance of financial education and planning. She highlights the lack of financial knowledge among inheritors and the potential pitfalls they face, including significant tax burdens and mismanagement of inherited wealth. Tatyana stresses the necessity of estate planning, the role of financial advisors, and the importance of preparing heirs for their financial responsibilities. The conversation also covers long-term care insurance, social security timing, and the significance of asset location in maximizing financial outcomes. Call 888-843-0143. Text SMART to 600700. Visit F1 Wealth to learn more.

Tatyana Bunich discusses the impending $84 trillion wealth transfer from baby boomers to their heirs, emphasizing the importance of financial education and planning. She highlights the lack of financial knowledge among inheritors and the potential pitfalls they face, including significant tax burdens and mismanagement of inherited wealth. Tatyana stresses the necessity of estate planning, the role of financial advisors, and the importance of preparing heirs for their financial responsibilities. The conversation also covers long-term care insurance, social security timing, and the significance of asset location in maximizing financial outcomes. Call 888-843-0143. Text SMART to 600700. Visit <a href="https://f1wealth.com/">F1 Wealth</a> to learn more.

If you're tired of watching your hard-earned money slip through the cracks or missing out on opportunities to grow your wealth, it’s time to get smarter with your finances. Welcome to Smart Money Radio, where host Tatyana Bunich reveals the secrets to maximizing your money’s potential — and avoiding costly mistakes that could hold you back.

Growing up in a family that had to be frugal, Tatyana learned firsthand how to stretch a dollar — and later turned that wisdom into a powerful financial strategy that helps people keep more, grow more, and achieve more. With over 20 years of experience as a Wealth Manager, Certified Estate Planner, and trusted financial educator, Tatyana knows the pitfalls that cause families to leave money on the table — and she’s here to make sure you don’t.

From tax-smart investing and retirement planning to strategies that reduce fees and protect your wealth, Smart Money Radio delivers the tools you need to make smarter decisions and unlock your financial potential. Tune in weekly and discover how to turn your income into lasting wealth — because when it comes to your financial future, being smart beats being lucky every time!

If you're tired of watching your hard-earned money slip through the cracks or missing out on opportunities to grow your wealth, it&rsquo;s time to get smarter with your finances. Welcome to Smart Money Radio, where host Tatyana Bunich reveals the secrets to maximizing your money&rsquo;s potential &mdash; and avoiding costly mistakes that could hold you back.
Growing up in a family that had to be frugal, Tatyana learned firsthand how to stretch a dollar &mdash; and later turned that wisdom into a powerful financial strategy that helps people keep more, grow more, and achieve more. With over 20 years of experience as a Wealth Manager, Certified Estate Planner, and trusted financial educator, Tatyana knows the pitfalls that cause families to leave money on the table &mdash; and she&rsquo;s here to make sure you don&rsquo;t.
From tax-smart investing and retirement planning to strategies that reduce fees and protect your wealth, Smart Money Radio delivers the tools you need to make smarter decisions and unlock your financial potential. Tune in weekly and discover how to turn your income into lasting wealth &mdash; because when it comes to your financial future, being smart beats being lucky every time!

Smart Money Radio

Tatyana Bunich discusses the impending $84 trillion wealth transfer from baby boomers to their heirs, emphasizing the importance of financial education and planning. 

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