Comprehensive planning beats guessing, especially with your finances. In this episode, wealth advisor Russell Slack (Guided Seasons Wealth Management) breaks down how high-earning families and near-retirees can build a durable plan across investments, taxes, estate, and long-term care—without becoming “house poor” or a prisoner to lifestyle creep.Meet Russel SlackRussel Slack is the founder of Guided Seasons Wealth ManagementWebsite: https://www.guidedseasons.com/The Retirement Experience Podcast: https://www.youtube.com/@TheRetirementExperience#SuccessBlueprint #RetirementPlanning #WealthManagement #TaxStrategy #EstatePlanning #LongTermCare #FinancialAdvisorEpisode SummaryRuss outlines a practical blueprint for building wealth that lasts: save intentionally, invest tax-efficiently, coordinate taxes/estate/insurance, and avoid the silent killers—overspending and poor beneficiary setup. We cover ETF turnover vs SMAs, Roth timing around IRMAA, trusts for multi-state property, and why term life + LTC planning protect families from catastrophic surprises.Chapters00:00 — Welcome + who Russ helps04:12 — The 15% rule and staying under 50% spend11:35 — ETFs vs SMAs: fees, turnover, taxes19:40 — Buckets, Roth conversions, IRMAA gotchas29:55 — Will vs Trust, out-of-state probate, beneficiaries40:10 — Insurance basics: term, IUL/whole, long-term care49:35 — The raise rule, advisor cadence, takeaways Connect with us! We would love to hear from you! Website: https://www.eastidahohouses.com/connectFollow Us: Instagram: https://instagram.com/griderpetersonrealestateFacebook: https://facebook.com/GriderPetersonYoutube: https://youtube.com/@GriderandPetersonRealEstateTikTok: https://tiktok.com/@griderpetersonrealestateX: https://x.com/GriderPetersonListen to The Success Blueprint: Apple: https://podcasts.apple.com/us/podcast/the-success-blueprint-with-the-grider-and-peterson-team/id1831318703Youtube: https://www.youtube.com/@GriderandPetersonRealEstateAmazon: https://music.amazon.com.mx/podcasts/911c1355-b2c4-4289-b739-15c8e0cac3d8/the-success-blueprint-with-the-grider-and-peterson-teamSpotify: https://open.spotify.com/show/2TMqrct5zfUm2AOluyfjPa?si=416134195c944700

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