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The Planning For Retirement Podcast
Kevin Lao
104 episodes
2 days ago
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
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All content for The Planning For Retirement Podcast is the property of Kevin Lao and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!
Show more...
Investing
Business
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91: What Can We Learn From Gene Hackman's Estate Planning Nightmare?
The Planning For Retirement Podcast
34 minutes 27 seconds
2 months ago
91: What Can We Learn From Gene Hackman's Estate Planning Nightmare?

PFR Nation,


Legendary actor Gene Hackman passed away earlier this year. Some of the details about his estate plan have been made public due to the probate process. While I don’t believe any of us have an $80 million estate, there are some important lessons we can all take away from this estate planning nightmare. Especially if you are part of a blended family (children from a previous relationship or marriage). I hope you all find this useful.


Make sure to check out the links below for some of the blended family content I’ve created in the past from the podcast and company blog.


And finally, make sure to email me at kevin@imaginefinancialsecurity.com if you would like a copy of the e-book I am finishing up, “Planning For Retirement With A Blended Family.”

Thanks for tuning in to the show and making sure to follow the podcast and subscribe to our YouTube channel for weekly retirement-related content for PFR Nation!


-Kevin



Resources Mentioned:

  • Blended Families – You Need a Long-term Care Plan! (blog post)
  • How to divide assets in a blended family (blog post)
  • 4 Retirement and Estate Planning Strategies for Blended Families in Florida (blog post)
  • Blending and Building Wealth in a Blended Family (w/ Tim and Alexis Woodward @ Blend Wealth) (podcast episode)
  • Wealth Protection And Transfer in a Blended Family (w/ Tim and Alexis Woodward @ Blend Wealth) (podcast episode)


Click this link to fill out our Retirement Readiness Questionnaire⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Or,⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ visit my website⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠


Connect with me here:

  • ​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
  • ​⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join My Company Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠



This is for general education purposes only and should not be considered as tax, legal or investment advice.

The Planning For Retirement Podcast
Welcome to "The Planning for Retirement Podcast," where we help educate and empower you to achieve financial security and fire your boss! Here are some topics you will learn about: - Social Security - Retirement Income Planning - Roth Conversions - Tax Planning - Charitable Giving - Investment Strategies in Retirement - Estate Planning - Long-term Care Planning - Medicare - Required Minimum Distributions - Retirement Mortgage Strategies - And even some behind the scenes into building Imagine Financial Security I hope you enjoy the show!