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Legacy Leaders Podcast

Legacy Leaders Podcast

De: Legacy Leaders
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Hosted by Cassie Monger and Rachel Bork, the Legacy Leaders Podcast will focus on all things related to family business planning, transition & succession planning, estate planning and EVERYTHING in between. Planning for change is inevitable and keeping focus on priorities and objectives of everyone within the family & business should always be top of mind.Legacy Leaders Economía
Episodios
  • 52: Mitigating Tax Rate Risk: Our Approach and Strategies We Use

    52: Mitigating Tax Rate Risk: Our Approach and Strategies We Use
    Apr 4 2025

    Mitigating Tax Rate Risk: Our Approach and Strategies We Use

    The majority of U.S. retirement savings are in pre-tax accounts. However, excessive savings in tax-deferred accounts can lead to costly hidden interactions during retirement. In this episode, Chip discusses who is most affected by this risk and shares valuable insights and strategies to mitigate tax rate risk.
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    10 m
  • 51: Planning for Retirement:The 7 Retirement Risks

    51: Planning for Retirement:The 7 Retirement Risks
    Mar 21 2025

    Planning for Retirement:The 7 Retirement Risks

    Planning for retirement involves many considerations. In this episode, Chip highlights the seven most common retirement risks and shares his approach to managing them effectively. Tune in for valuable insights and strategies to secure your financial future.
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    10 m
  • 50: Meet Chip

    50: Meet Chip
    Mar 7 2025

    Meet Chip.

    Join us as we introduce Chip Bloch, the newest member of our financial planning team at Ascent Advisors. Discover more about Chip's experience and how he helps our clients through a comprehensive financial planning process.
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    10 m
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