Your Retirement Blueprint: A 210 Financial Podcast
210 Financial
37 episodes
7 months ago
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all? In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our re...
All content for Your Retirement Blueprint: A 210 Financial Podcast is the property of 210 Financial 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.
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all? In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our re...
An In-Depth Look at Estate Taxes (w/ Jim Benckendorf) - Season 2, Ep. 5
Your Retirement Blueprint: A 210 Financial Podcast
31 minutes
1 year ago
An In-Depth Look at Estate Taxes (w/ Jim Benckendorf) - Season 2, Ep. 5
Estate taxes and planning is a complex topic. How do you minimize taxes after you’re gone? Is there such a thing as “too much” to pass down? What are the exceptions? We are tackling these questions and more in this conversation. Today, we are joined again by Jim Benckendorf, a partner at Benckendorf & Benckendorf Law Firm and someone who concentrates in complex estate and tax planning, trusts, and probate. In this episode, Jim shares when you likely need to worry about estate taxes, who...
Your Retirement Blueprint: A 210 Financial Podcast
We all imagine hitting retirement and buying our dream boat, dream car, or dream [you fill in the blank]. But how big of a purchase can you make in retirement? Can you make big purchases at all? In this episode, Phil and Kendall are helping us understand when we can shoot for the stars and when we should pinch our pennies in retirement. They also share some guidelines for how to ensure our retirement plan aligns with our retirement goals and how to make big purchases when it fits into our re...
