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Scavenger Hunt For Inheritance, Costco Gold and French Fries...Oh My
Manage episode 413182536 series 2098740
In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt! The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with different advisors and taking the time to plan for retirement. And also discuss french fries being considered a "luxury".
0:00: French fries are a luxury? 4:03: Understanding Gift Taxes and Their Implications 8:49: The Importance of Comprehensive Financial Planning 13:09: The Need for a Retirement Plan: Even if Early Retirement Isn't the Goal
105 episode
Manage episode 413182536 series 2098740
In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt! The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with different advisors and taking the time to plan for retirement. And also discuss french fries being considered a "luxury".
0:00: French fries are a luxury? 4:03: Understanding Gift Taxes and Their Implications 8:49: The Importance of Comprehensive Financial Planning 13:09: The Need for a Retirement Plan: Even if Early Retirement Isn't the Goal
105 episode
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