Artwork for podcast Buried in Work Podcast
Top Estate Planning Tips for Financial Security and Peace of Mind with Steven Wagner
Episode 20 • 6th November 2024 • Buried in Work Podcast • Adam Zuckerman
00:00:00 00:35:37

Share Episode

Shownotes

Are you prepared for the financial future you envision? In this episode of Buried in Work, host Jared Rizzi delves into essential estate planning strategies with Steven Wagner, a Certified Financial Planner (CFP) and Certified Exit Planning Advisor (SEPA) with over 30 years of expertise. Estate planning is a crucial step toward financial stability and peace of mind, yet it can often feel overwhelming. Whether you’re approaching retirement or just beginning to plan for the future, having a solid strategy can secure wealth transfer, address challenges like inflation and longevity, and ensure a smooth transition of assets.

Steven shares his insights on the financial tools that matter most—such as wills, living trusts, and life insurance—and the importance of creating a legacy that aligns with your values. Join us as we explore practical estate planning tips to make your financial future more secure and manageable.

Show Links:

• Connect with Steven Wagner: Visit his website to learn more on making wise financial decisions at https://iwaplan.com/

Transcripts

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

[:

Chapters

Video

More from YouTube