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      Retire Smart Austin | Episode 209

      They thought they had an estate plan that was viable, but in fact, they made common mistakes, like having one of their children distribute the assets of the estate. We're going to

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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 208

      We talked about this before, Phil, about the importance of tax loss harvesting done every two weeks via software, versus people maybe think about it once a year, twice a year, if

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      Retire Smart Austin Banner

      Retire Smart Austin | Episode 207

      We're always talking about converting your IRA and 401(k) to a Roth, and how important it is to retire tax free, or lease tax efficiently. Well, now we're implementing technology, and we've

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Why Every Retirement NEEDS an Estate Plan

Description:

In this episode of Retire Smart Austin, host Cynthia DeFazio speaks with Phil Capriotti of Empower Wealth and Tax about the critical role of estate planning in a successful retirement. They discuss how having a comprehensive plan ensures your assets are protected, your wishes are honored, and your family is cared for in the future. Whether you are approaching retirement or already enjoying it, this conversation offers valuable insights into securing your legacy and avoiding common estate planning mistakes.

Phil Capriotti talks about the critical role of estate planning in a successful retirement.

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