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Joe Murphy delves into the significant wealth held by Baby Boomers and the importance of effective estate planning to ensure that this wealth is preserved and transferred efficiently to future generations. The discussion highlights the challenges posed by changing tax laws, healthcare costs, and the need for strategic planning to mitigate potential losses. The Rockefeller method is contrasted with the Vanderbilt legacy to illustrate the impact of planning on wealth retention. The conversation also covers income planning amid market volatility, the management of real estate wealth, and charitable giving strategies that can provide tax benefits while supporting causes important to individuals. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.

<p>Joe Murphy delves into the significant wealth held by Baby Boomers and the importance of effective estate planning to ensure that this wealth is preserved and transferred efficiently to future generations. The discussion highlights the challenges posed by changing tax laws, healthcare costs, and the need for strategic planning to mitigate potential losses. The Rockefeller method is contrasted with the Vanderbilt legacy to illustrate the impact of planning on wealth retention. The conversation also covers income planning amid market volatility, the management of real estate wealth, and charitable giving strategies that can provide tax benefits while supporting causes important to individuals. Call or text 800-930-5905. Visit MWMFinancial.Tax to learn more.</p>

Joe Murphy and the team bring everything you need to know about retirement and income planning in a fast paced format. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

For more information or to get your own questions answered, call or text 800-930-5905.

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