1. EachPod

Gifting strategies can help manage the upcoming wealth transfer

Author
Rick & Granger Hughes
Published
Fri 14 Mar 2025
Episode Link
https://omny.fm/shows/the-retirement-playbook/gifting-strategies-can-help-manage-the-upcoming-1

Rick Hughes discusses various aspects of retirement planning, focusing on the importance of education, understanding investment strategies, and navigating Medicare and Social Security. He will emphasize the need for a customized retirement plan that considers individual goals, market conditions, and potential future changes in legislation.

Get to know the Hughes team and schedule a time to speak with them at https://hughesretirementgroup.com/

See omnystudio.com/listener for privacy information.

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