081: Family Financial Planning with Matt Kasper

The Guided Retirement Show

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1+ y ago 47:04

MP3•Episodio en casa

When we’re trying to find out what’s most important to people in their retirement, one of the most common answers is spending time with family. Many of those people are also passionate about gifting money to the next generation(s) so that their loved ones are in good hands financially after they pass on. The ins and outs of estate planning are very important, but also quite complex. That’s why we’re having Matt Kasper, CFP® join Dean Barber to discuss Family Financial Planning.

In this podcast interview, you’ll learn:

The four main components of a financial are all connected, and they impact not only yourself, but the next generation.
Communication is critical with family financial planning.
The differences between a will and a trust.
Investments aren’t the main focus with family financial planning.

START PLANNING

To get a full recap of today's conversation, including the biggest takeaways, transcripts, and links to all the resources mentioned, visit GuidedRetirementShow.com/81

Learn More about Retirement Planning

Find out more about retirement planning and Barber Financial Group, by visiting BarberFinancialGroup.com

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