Financial and retirement guidance from Taylor Fike, retirement specialist at Fike Advisors in Wooster, OH. Each episode will cover important financial planning topics like taxes, investing, building wealth, distributions, and more. Our goal is to help you get freedom from work as soon as possible.
Episodes
Thursday Nov 03, 2022
Thursday Nov 03, 2022
Planning out where your money goes when you pass away can be a difficult conversation to have, but it is necessary to optimize your financial plan. On this episode, Taylor and Brad will be discussing ways you can help lower the tax burden on your estate and how this can significantly impact the inheritance your heirs receive.
Important Links:
Monthly Budget: Financial Foundations Monthly Budget.xlsx
Taylor's Website: https://www.fikeadvisors.com/retireasapshow
Get Taylor's Book: https://amzn.to/3p60DIp
Your Early Retirement Map: https://mailchi.mp/fikeadvisors/your-early-retirement-map
Call: 330-264-1100
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