In today’s episode, we’re taking a close look at high-net-worth individuals – those who have accumulated significant wealth and face unique challenges and opportunities when planning for retirement. Unlike the average person, their financial considerations go beyond the basics. We’ll explore the distinct strategies and factors that come into play when securing a comfortable and prosperous retirement.

Join us as we dive into the critical realm of taxes, estate planning, and various liabilities that high-net-worth individuals need to be aware of when it comes to retirement planning. Phil and Marc will also debunk some common retirement planning myths surrounding this demographic.

Here are some of the things we’ll address in this episode:

Planning complexities for high-net-worth individuals [2:57 ]

Tax planning for high-net-worth individuals [5:56]

Estate planning for high-net-worth individuals [7:29]

Liabilities for high-net-worth individuals [9:03 ]

Retirement planning myths for high-net-worth individuals [11:48]

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.