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In this conversation, Ashley and Dimitri discuss the importance of early retirement planning, the challenges retirees face, and the strategies for effective wealth transfer and legacy planning. They emphasize the need for a comprehensive income plan, the impact of Social Security reform, and the significance of preparing heirs for inheritance. The discussion also covers tax considerations, long-term care insurance, and the benefits of Health Savings Accounts and Roth IRAs.

Reach the Texas Money Mavericks at 800-971-4549.

In this conversation, Ashley and Dimitri discuss the importance of early retirement planning, the challenges retirees face, and the strategies for effective wealth transfer and legacy planning. They emphasize the need for a comprehensive income plan, the impact of Social Security reform, and the significance of preparing heirs for inheritance. The discussion also covers tax considerations, long-term care insurance, and the benefits of Health Savings Accounts and Roth IRAs.
Reach the Texas Money Mavericks at 800-971-4549.

Saddle up for a ride through the wild world of finance—Texas style! “Texas Money Mavericks” is the can’t-miss radio show and podcast where host Ashley Patterson, a Dallas native with deep financial roots and a passion for protecting families, speaks up to help you grow, guard, and gallop toward your financial goals.

Ashley brings 17 years of boots-on-the-ground experience in estate and wealth planning, a legendary Texas family legacy in financial services, and a personal drive shaped by hard-learned lessons from the dot-com crash and the Great Recession. She breaks down the big money headlines, bust myths about retirement, and share down-to-earth strategies that turn oil-field grit into golden nest eggs.

With Texas-sized tales, Southern charm, and no-nonsense wisdom, “Texas Money Mavericks” gives you the tools to lasso your dreams, dodge financial stampedes, and build a legacy that lasts for generations. Whether you’re an urban cowboy, a suburban rancher, or just want to make sure your money works as hard as you do, tune in and discover why Texans trust Ashley to lead the financial frontier!

Saddle up for a ride through the wild world of finance&mdash;Texas style! &ldquo;Texas Money Mavericks&rdquo; is the can&rsquo;t-miss radio show and podcast where host Ashley Patterson, a Dallas native with deep financial roots and a passion for protecting families, speaks up to help you grow, guard, and gallop toward your financial goals.
Ashley brings 17 years of boots-on-the-ground experience in estate and wealth planning, a legendary Texas family legacy in financial services, and a personal drive shaped by hard-learned lessons from the dot-com crash and the Great Recession. She breaks down the big money headlines, bust myths about retirement, and share down-to-earth strategies that turn oil-field grit into golden nest eggs.
With Texas-sized tales, Southern charm, and no-nonsense wisdom, &ldquo;Texas Money Mavericks&rdquo; gives you the tools to lasso your dreams, dodge financial stampedes, and build a legacy that lasts for generations. Whether you&rsquo;re an urban cowboy, a suburban rancher, or just want to make sure your money works as hard as you do, tune in and discover why Texans trust Ashley to lead the financial frontier!