A Wiser Retirement®

127. The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It

September 19, 2022 Wiser Wealth Management Episode 127

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"

Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog

Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- Connect with Casey Smith on Twitter
- A Wiser Retirement® YouTube Channel
- A Wiser Retirement® Podcast
- Wiser Wealth Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

People on this episode