• Don't Play the Game of Estate Planning Before You got Your Team

  • May 15 2024
  • Length: 27 mins
  • Podcast
Don't Play the Game of Estate Planning Before You got Your Team cover art

Don't Play the Game of Estate Planning Before You got Your Team

Listen for free

View show details

  • Summary

  • The road to retirement is full of twists and turns, potholes and traffic stops. But, that doesn't mean you can't avoid those hassles.

    Welcome to "Your Retirement Roadmap - Income is The Outcome That Matters Most In Retirement" with Mark S. Gardner.

    In this episode, we are joined by Isaac Shutt Esq. of Shutt Law Firm, PLLC. Isaac's firm focuses on innovative estate planning utilizing a variety of techniques to conserve wealth and transfer the most of your hard earned wealth to the next generation.

    Mark S. Gardner is a member of Ed Slott’s Master Elite IRA Advisor Group℠ and the founder of Retire Well Dallas. He continuously trains with Slott and Company, America’s IRA Experts, on in-depth technical training for advanced retirement account strategies, estate planning techniques and new tax laws, including an emphasis on tax-reduction methods for retirees as they transition into the distribution phase of retirement. Retire Well Dallas is dedicated to being leaders in the retirement industry and protecting the future of their clients’ families. Mark is Certified in the Social Security Claiming Strategies (CSSCS) designation.

    As Mark says, "Welcome Ya'll."

    Chapters:

    0:00 - Intro to Estate Planning

    5:00 - Isaac Shutt Esq.

    7:00 - 3 Major Concerns in Estate Planning.

    10:45 - The Retirement Gap.

    14:10 - Roth Conversions.

    14:50 - Before You Create an Estate Plan.

    19:30 - Varying Methods in Planning via Council.

    24:20 - How to Get in Touch with Isaac Shutt Esq.

    25:10 - Closing Remarks .

    26:40 - How to Get in Touch with Mark and His Team.

    Connect with Mark S. Gardner, CSSCS:

    Website

    YouTube
    Show More Show Less
Economics Political Science
Show More Show Less

What listeners say about Don't Play the Game of Estate Planning Before You got Your Team

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com.au reviews

Amazon Reviews
No Reviews are Available
In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.