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The Silver Tsunami and Prominent 2025 Tax Errors - February 15, 2025
- 2025/02/15
- 再生時間： 54 分
- ポッドキャスト
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サマリー
あらすじ・解説
In this compelling episode of Retire Y'all Radio, host Adam Curran dives deep into the core aspects of his unique financial planning approach, particularly for retirees. Adam emphasizes the importance of having a well-structured plan for your retirement, addressing everything from investments to tax preparation, all under one roof at Curran Financial Partners. Adam's straightforward and sometimes humorous style makes complex financial concepts accessible and engaging, helping you to understand the true value of a holistic financial strategy.
Amid lively discussions about football rivalries and conservative values, Adam introduces the concept of the "Silver Tsunami," a term to describe the imminent transfer of wealth from the baby boomer generation to their millennial children. This episode serves as both an educational guide and a call to action for listeners to get their financial plans in order, offering insights on how to maximize tax savings in 2025 with common mistakes being made, manage investments wisely, and ensure that legal documents are all squared away.
For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
Amid lively discussions about football rivalries and conservative values, Adam introduces the concept of the "Silver Tsunami," a term to describe the imminent transfer of wealth from the baby boomer generation to their millennial children. This episode serves as both an educational guide and a call to action for listeners to get their financial plans in order, offering insights on how to maximize tax savings in 2025 with common mistakes being made, manage investments wisely, and ensure that legal documents are all squared away.
For more information about Curran Financial Partners, visit https://curranfinancialpartners.com/
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