The Aul Financial HourThe Aul Financial Hour

Estate Planning Essentials: Why Conversations Matter!

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Drawing from a powerful anecdote and insights from financial services, Steve emphasizes the necessity of legal documents like wills, trusts, and powers of attorney to ensure your wishes are honored and your loved ones are spared from potential legal turmoil.

Additionally, the episode explores Kevin O'Leary's bold assertion that $5 million is the magic number for retirement, prompting a discussion on income planning, tax strategies, and the importance of tailored financial plans.

SCHEDULE A QUICK 15-MINUTE CALL WITH AUL FINANCIAL TODAY TO DISCUSS YOUR QUESTIONS ABOUT TODAY'S MARKET!

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The Aul Financial Hour

As a baby boomer, retirement planning today is up to you. But you don’t have to go it alone! Steve A 
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