Gifting strategies can help manage the upcoming wealth transfer

Gifting strategies can help manage the upcoming wealth transfer

The Retirement Playbook

11/02/2025 9:00AM

Episode Synopsis "Gifting strategies can help manage the upcoming wealth transfer"

 Rick Hughes discusses various aspects of retirement planning, focusing on the importance of education, understanding investment strategies, and navigating Medicare and Social Security. He will emphasize the need for a customized retirement plan that considers individual goals, market conditions, and potential future changes in legislation. Get to know the Hughes team and schedule a time to speak with them at https://hughesretirementgroup.com/See omnystudio.com/listener for privacy information.

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