1 rich Libsyn https://www.libsyn.com 90 600 Memories Over Money: A New Take on Wealth Transfer – Chris Boyd, Russ Ball and Jeff Perry dig into a wide variety of issues and conflicts concerning how people plan and spend, or don’t spend their accumulated wealth. Topics include funding a college education, paying for long-term care, or simply treating your family with gifting; there are plenty of ways to use your hard-earned wealth. In the context of a comprehensive financial plan, the trio offers advice and best practices to ensure your desired legacy and financial priorities are achieved. See below a related Kiplinger article. #financialplanning #investing #stocks #bonds #stockmarket #legacy #gifting #goals #estateplanning https://www.kiplinger.com/retirement/estate-planning/holding-wealth-why-retirees-shouldnt- focus-on-leaving-an-inheritance Click the link below to register for our upcoming webinar, “Don’t leave a digital mess.” https://register.gotowebinar.com/register/6040334700710880088 For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr Something More with Chris Boyd http://somethingmorewithchrisboyd.libsyn.com <iframe title="Libsyn Player" style="border: none" src="//html5-player.libsyn.com/embed/episode/id/37542430/height/90/theme/custom/thumbnail/yes/direction/forward/render-playlist/no/custom-color/88AA3C/" height="90" width="600" scrolling="no" allowfullscreen webkitallowfullscreen mozallowfullscreen oallowfullscreen msallowfullscreen></iframe> https://assets.libsyn.com/secure/item/37542430