About this episode

Brian and Jeff discuss the importance of the last five years before retirement and its impact on the following twenty years, along with the trend of giving while alive.

In this episode, Brian and Jeff discuss the retirement red zone - the last 5 years before retirement and how it can affect the next 20. Also the soft inheritance trend - giving while alive.

People in this episode

Host: Brian

Guest: Jeff

Topics covered

• retirement planning
• inheritance
• financial strategy
• retirement red zone
• wealth management

Keywords

• retirement
• financial planning
• inheritance
• wealth
• retirement red zone

Mentioned in this episode

Organizations: Madrona Financial Services

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