Retirement Planning for High-Net-Worth Individuals

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.

 

Here’s some of what we discuss in this episode:

• How Mike would define a high-net-worth individual?
• Some of the complex situations that these people might run into.
• How we work with a client’s CPA to make sure we’re being as efficient as we can with their tax planning.
• 3 retirement myths that hurt high-net-worth individuals.

 

To get in touch with Mike, visit our website: http://principalpreservationservices.com