Welcome to Everyday Business, Yeo & Yeo’s podcast. On episode 30, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM.
Legacy planning goes beyond wealth and age; it's crucial for anyone aiming to make a lasting impact by ensuring their values, assets, and priorities are passed on meaningfully and tax-efficiently. Regardless of whether legacy planning involves financial support for loved ones, education, charitable giving, or fulfilling personal values and life lessons, it is a fundamental aspect of financial planning.
Listen in as Pete and Matt discuss legacy planning, why it’s important and some strategies to consider when incorporating your legacy into your financial plan.
Yeo & Yeo’s Everyday Business podcast covers tax, accounting, technology, and financial topics to help you and your business thrive. The podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.
For more business insights, visit our Resource Center and subscribe to our eNewsletters.
DISCLAIMER
The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.
Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management.
This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.
Check the background of Pete Bender on FINRA’s BrokerCheck.
Episode 32: Understanding GASB Statement No. 101: Compensated Absences
Episode 31: Securing Your Future With Long-Term Care Planning
Episode 29: Maximizing Impact with Charitable Giving and Tax-Intelligent Strategies
Episode 28: Year-End Tax Planning Through a Tax-Intelligent Lens
Episode 27: SECURE 2.0: Retirement Plan Enhancements
Episode 26: SECURE 2.0
Episode 25: Wealth Management Series – Maximizing Social Security Benefits
Episode 24: Wealth Management Series – Succession Planning for Business Owners: Safeguarding Your Biggest Asset
Episode 23: Wealth Management Series – Tax-Smart Investing and Planning
Episode 22: Wealth Management Series – Tax-Smart Strategies for Wealth Transferring
Episode 21: Wealth Management Series – Retirement Plans
Episode 20: Multistate Nexus and Tax Exposure
Episode 19: Wealth Management Series – The Financial Planning Process
Episode 18: Wealth Management Series – Inflation and Market Volatility
Episode 17: The Cannabis Industry – Part 2
Episode 16: The Cannabis Industry – Part 1
Episode 15: Introducing Our New CEO
Episode 14: Everything Sales Tax
Episode 13: Michigan Uniform Chart of Accounts for Local Government
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Gorse Culture PODcast : The H.R. Detective Agency!
HCI Leadership Revolution
The Ramsey Show
Planet Money