All tagged Estate Planning

Ep. 55 Retirement Planning: Tariffs, Market Correction, and Investing Tips

Ever wonder how major economic shifts impact your retirement dreams? In this insightful episode, we break down the recent tariff rollback and uncover crucial lessons for your long-term financial strategy. Get ready to dive into the essential takeaways from market volatility, the enduring power of diversification, and the absolute necessity of staying the course.

Plus, I'll share excerpts from an Investopedia feature where my insights on these very topics were highlighted.

Tune in to learn how to cultivate a resilient retirement portfolio, no matter what the headlines say!

Ep. 54 Utilizing an Inheritance for Retirement, 3 Smart Ways to Use It!

An inheritance can be a significant boost to your financial future, especially when it comes to retirement. But how do you make the most of it? This episode will guide you through making informed decisions that ensure financial stability and growth as you approach or enter retirement.

You'll also learn how to leverage professional advice from financial advisors, tax preparers, and estate attorneys to navigate the complexities of managing an inherited windfall for long-term security.

Contact Us: https://www.aquilawealth.com/contact-us

Eric Maldonado, CFP®, MBA