Q&A: We Save $5,000 Per Month. Where Should We Invest It?
Afford Anything
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Managing Wealth and Legacy Planning
This chapter provides guidance to a listener named Eugene, a high-net-worth individual seeking advice on managing his finances, including investments, insurance, and legacy planning. It discusses the importance of increasing income for individuals with significant assets, explores the role of insurance in retirement planning, delves into estate tax implications, and highlights the need for a comprehensive financial plan aligned with long-term goals.
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