))
How to Protect Your Assets from Unwanted Inheritance
Manage episode 407503584 series 3561349
Content provided by Impact Partnership and Jim Cipriotti. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Impact Partnership and Jim Cipriotti or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the Freedom to Retire podcast, Jim discusses the importance of estate planning, especially when it comes to protecting your assets from unwanted inheritance. He talks about the different types of trusts that can be used to keep your money in the hands of your loved ones, even if they get divorced or remarried. He also discusses the importance of updating your beneficiaries on your retirement accounts and life insurance policies.
If you're concerned about protecting your assets, this episode is for you. Listen to learn more about the different ways to safeguard your hard-earned money.
Call Jim today for your complimentary Estate Plan Review!
#estateplanning #trusts #inheritance #retirement #financialplanner #financialliteracy #wealth #fyp #podcast
Listen to the “Freedom to Retire” podcast anytime on Apple, Spotify or Google!Tap into more insights from Jim and his team on Facebook, Instagram and at RetireReadyFG.com.
Catch Freedom To Retire, the radio show with Jim Cipriotti, powered by Retire Ready Financial Group every Saturday at 9:00 AM ET on WPHT.
About Jim Cipriotti, AIF®, Founder
James (Jim) V. Cipriotti, AIF®, has been serving his clients in the greater Philadelphia and southern New Jersey area for nearly 25 years. James always puts the best interests of his clients first. By taking a comprehensive approach, James looks at all aspects of his clients’ financial portfolio to help develop a detailed strategy for the future.
Jim graduated from St. Joseph’s University in 1998, magna cum laude with a bachelor’s degree in finance at the top 25 in his class. At the start of his career, Jim was hired by Prudential as a full-service financial advisor offering investment, insurance, and financial planning services to help his clients reach their financial goals. Rapidly excelling towards the top of his agency, Jim decided to take the next step in his career and became the general manager of his own ING agency.
Throughout his years of experience, Jim has earned multiple financial professional distinctions, including the certified senior adviser designation. Jim has also earned the revered chartered mutual fund counselor accreditation. Always keeping his clients’ best interests in mind, his main focus is to safely grow their wealth.
Listen to the “Freedom to Retire” podcast anytime on Apple, Spotify or Google!See omnystudio.com/listener for privacy information.
115 episodes
Share
