In this episode, King McCray discusses three major financial mistakes families often make: ignoring the impending tax cliff, putting investment portfolios on autopilot, and delaying legacy planning. He emphasizes the importance of proactive tax planning, regular portfolio reviews, and establishing a comprehensive estate plan to ensure financial security and family harmony. The conversation highlights the need for families to prepare for future financial challenges and to educate their heirs about managing wealth responsibly. If you would like more information when it comes to your overall retirement picture call Envision Wealth Management 800-463-4505 and set up an appointment with King McCray. You can also click here to visit our website for more information. financial planning, retirement, wealth management, financial literacy, inflation, , financial planningSee omnystudio.com/listener for privacy information.

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