In this Wealthion episode, host James Connor sits down with Loreen Gilbert of WealthWise Financial Services to dissect the pressing issues facing the economy today. From soaring consumer debt to looming changes in estate taxes, uncover expert insights on navigating these challenges and safeguarding your wealth. Whether you're concerned about the impact of the 2024 economic forecast, estate planning, or simply seeking strategies for wealth protection, this discussion offers invaluable advice for financial stability in uncertain times.
Timestamps
02:30 - The State of Consumer Debt and Its Economic Impact
06:45 - Exploring Estate Taxes: What You Need to Know
10:20 - The 2024 Economic Forecast and Your Wealth
14:00 - Strategies for Navigating Changes in the Economy
17:35 - Estate Planning Essentials in the Current Tax Landscape
21:00 - Q&A: Addressing Your Financial Concerns
24:15 - The Role of Investment Strategies in Wealth Protection
27:40 - Closing Advice on Wealth Management and Future Planning
30:00 - Outro and How to Schedule Your Portfolio Review
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