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RERL-1503-Multigenerational Planning

RERL-1503-Multigenerational Planning

By now it’s no secret that the bull market we saw for so long is currently experiencing a bit of volatility. Planning for the future is more important now than ever and ensuring you leave a legacy for your children is becoming increasingly difficult. Today Joe talks with Ameriprise CFP George Papadoyannis about planning for the future with the entire family in mind. Specific topics include:

  • Q1 wrap-up and Q2 expectations
  • SV housing and job market
  • Transfer of wealth in the upcoming decades
  • Does the average Baby Boomer household have enough money to retire?
  • Managing your wealth from the grave
  • Approaching cryptocurrency

 

 

If you wish to contact Joe Cucchiara email him at Joe@RERadioLive.com, call (408)-838-9060 or simply visit www.RERadioLive.com. We also provide additional information to help you make smart decisions in and around your real estate venture.

All the information in this podcast is broadcast in good faith and for general information purpose only. We do not make any warranties about the completeness, reliability and accuracy of this information. Any action you take upon the information on our website is strictly at your own risk. We will not be liable for any losses and damages in connection with the use of associated information. www.reradiolive.com All Rights Reserved. Copyright 2015. Joe Cucchiara MLO 273084 This is not a commitment to lend. Our team fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. For more information, please visit: http://portal.hud.gov/. Read more at http://radiolive.rerl.libsynpro.com/#xhDOuqiFWVEfL1qw.99

 

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