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17min chapter
Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112
Catching Up to FI
Navigating Estate Planning and Investment Strategies
This chapter explores essential elements of estate planning, stressing the necessity of comprehensive documents like powers of attorney and guardianship provisions, along with regular reviews of beneficiary designations. It highlights the importance of appropriate life insurance choices, particularly advocating for term life insurance, and discusses investment behaviors tailored to retirement timelines. The conversation also provides insights into optimizing tax efficiencies through strategies like tax gain and loss harvesting, enhancing overall financial management.
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highlights
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