You Don't Need Millions to Need an Estate Plan скачать в хорошем качестве

You Don't Need Millions to Need an Estate Plan

In this episode of The Retirement Compass, host Brad Johansen sits down with Tim Kulhanek and Jeremy Gove of Stonebridge Wealth Systems to tackle one of the most misunderstood parts of retirement planning: estate and legacy planning. The episode dives into vulnerable beneficiaries, explaining how leaving a large lump sum outright to someone struggling with financial discipline or addiction can unintentionally cause harm. Estate planning isn’t just about taxes — it’s about protecting people and relationships. 💡What You'll Learn: ✅Who is in charge of your estate when you pass away ✅All about vulnerable beneficiaries ✅Why a will alone is not enough ✅How easily things can go wrong without coordination and regular review 🎙️Hosted by Tim Kulhanek and Jeremy Gove Take the next step toward a stronger financial future with Stonebridge Wealth Systems. 🏛️ Protect your legacy Make sure your estate and legacy plans are aligned with your goals by taking our Legacy & Estate Planning Readiness Quiz: 👉 https://www.stonebridgelegacy.net 📺 Stay connected with Stonebridge Subscribe for ongoing insights from our advisors, featuring conversations on wealth management, investing, and long-term financial planning. 📍 Schedule your complimentary consultation Meet with a Stonebridge advisor at one of our four locations. Visit 👉 https://www.stonebridgeiwm.com/contact Or call 📞 888-260-0926 #estateplanning #WealthManagement #protectyourfuture #StonebridgeWealthSystems