Preserving & Growing Your Retirement Assets
Sep 2, 2026
Brad Ford and co-hosts discuss strategies to preserve and build assets in retirement, emphasizing the importance of ongoing tax planning, documentation, and clear communication with heirs. The show addresses the risks of poor record-keeping and how failing to update plans can lead to confusion or even legal battles for families.
- Asset preservation is about both income and clear, updated documentation.
- Reduce your lifetime tax bill through strategic planning and professional review.
- Ensure heirs know where to find important documents and how to access accounts.
- Don’t delay: outdated paperwork and lack of transparency can create turmoil for families.
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