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Podcast: The WIN Podcast, What’s Important Now
Episode: The Top Client Questions and Conversations From the Last 90 Days (Ep. 39)
Description: Navigating the world of wealth management and financial planning can often feel overwhelming, as there are numerous tax strategies, investment options, and estate planning considerations.
What are the latest worries of our clients?
In this episode, Corey Heimensen touches on some of the recent client conversations and the most common questions he is asked. Corey also talks about tax-free retirement accounts, trust benefits and more.
Corey discusses:
The misconception of special tax-free retirement accounts only available to the rich
What a trust is and its purpose as a planning tool
Investing in an...