A Wiser Retirement®
Many people worry about making the wrong financial decisions, especially when it comes to retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by another financial advisor from our firm or a special guest to discuss retirement planning, tax strategies, investing, risk management, estate planning, and more. We believe financial advice should always be conflict-free, and we’re here to help you make smarter financial choices. Tune in for new episodes every week!
A Wiser Retirement®
127. The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Jordan Sute, CFP, from Sute CPAs. Jordan has been a guest on our podcast many times. She is joining us to talk about the cost of inheriting wealth, estate tax, and opportunities to avoid it.
Podcast Episodes Referenced:
- Episode 117: What is Generational Wealth and How Do You Preserve It?
- Episode 83: Commonly Missed Tax Deductions for Business Owners
- Episode: 57: Opportunities Missed on Tax Returns
YouTube Videos Referenced:
- Ways Businesses Can Reduce Taxes and Plan Ahead
- How to Stay Wealthy During Retirement
Download Our Guide: "7 Steps to Leave a Financial Legacy"
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