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Retire Texas Style: Charles Feeney's Legacy and Retirement Strategies
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Join Steve and Derrick, your trusted financial advisors with offices spanning across the great state of Texas, from Midland and Odessa to Lubbock, Amarillo, Dallas-Fort Worth, and Austin, among others.
In this episode, we explore the inspiring story of Charles Feeney, a billionaire philanthropist who chose to give away most of his wealth while he was alive. Discover the pros and cons of adopting a similar approach in your financial planning, ensuring your legacy is built on your terms.
The conversation takes a fascinating turn as Steve and Derrick discuss strategies for securing your retirement, including innovative solutions for long-term care. Learn about unique strategies with 25% upfront bonuses and the potential to double income benefits when needed for activities of daily living. These strategies ensure your assets are protected and can be passed on to your heirs or a charitable cause of your choice.
Remember, at "Retire Texas Style," it's all about helping you make the most of your retirement. Don't hesitate to reach out, schedule a consultation, and let us provide a personalized retirement analysis. Your family's well-being is our top priority.
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