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The 6 T’s of wealth transfer planning

Jeff Hall
11.09.2022

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How should I approach estate taxes?
How should I approach estate taxes?
Jeff Hall | 0:44
Discussing your wealth transfer plans with your beneficiaries
Discussing your wealth transfer plans with your beneficiaries
Jeff Hall | 0:57
Talk to your kids when planning your wealth transfer
Talk to your kids when planning your wealth transfer
Jeff Hall | 0:43
Knowing where it's going: why to consider charitable giving now
Knowing where it's going: why to consider charitable giving now
Jeff Hall | 0:43
Why you should include charitable giving in wealth transfer
Why you should include charitable giving in wealth transfer
Jeff Hall | 0:44
Confronting fear when wealth transfer planning
Confronting fear when wealth transfer planning
Jeff Hall | 0:44
The difference between estate planning and wealth transfer
The difference between estate planning and wealth transfer
Jeff Hall | 1:02
Don't get anchored down
Don't get anchored down
Hannah Whatley | 0:59
What is overconfidence bias?
What is overconfidence bias?
Hannah Whatley | 0:48
How to overcome confirmation bias
How to overcome confirmation bias
Hannah Whatley | 0:57
Herding bias: beware following the crowd
Herding bias: beware following the crowd
Hannah Whatley | 0:46
Home bias: why you should go beyond the familiar
Home bias: why you should go beyond the familiar
Hannah Whatley | 0:51
A good financial plan doesn't come from a questionnaire
A good financial plan doesn't come from a questionnaire
Hannah Whatley | 0:54
The problem with mental accounting bias
The problem with mental accounting bias
Hannah Whatley | 0:49
What can you really control?
What can you really control?
Hannah Whatley | 0:41
How do you mitigate taxes in retirement?
How do you mitigate taxes in retirement?
Skee Orr | 1:04
I'm retiring, how can I plan for potential long term care expenses?
I'm retiring, how can I plan for potential long term care expenses?
Skee Orr | 0:50
How Can I Maximize My Benefits in Retirement?
How can I maximize my benefits in retirement?
Skee Orr | 0:41
How do I protect my nest egg in retirement?
How do I protect my nest egg in retirement?
Skee Orr | 0:46
How much financial risk should I take entering retirement?
How much financial risk should I take entering retirement?
Skee Orr | 0:48
You've saved for retirement, what now?
Skee Orr | 1:04
Should I work longer and delay retirement
Should I work longer and delay retirement?
Skee Orr | 0:40
Should I be worried about inflation?
Tim Eichhorn | 1:06
What is long-term care and should it be important to me?
Skee Orr | 0:56
How do I compare to others my age?
Jay Slagle | 1:00
I want to retire before 65, what do I do about health insurance?
Amanda Howerton | 0:44
What types of insurance do I really need?
Jeff Hall | 1:25
How do I prepare to spend money, when I'm no longer earning?
Chris Kittrell | 0:50
How do I fund my child's or grandchild's education?
Daniel Maupin | 0:58
Why would I need a will?
Hannah Whatley | 1:05
How do I prepare to spend when I'm not earning in retirement?
Jay Slagle | 1:00
How do politics affect the market?
Amanda Howerton | 0:40
What is the difference between a Roth IRA and a Traditional IRA?
Hannah Whatley | 0:50
How do I make sure I don't outlive my money?
Skee Orr | 0:58
How do I make charitable giving part of my financial plan?
Jeff Hall | 1:10
Should I be concerned about "beating" the market?
Chris Kittrell | 0:48
Should I be investing in crypto currency?
Chase Kerby | 0:52
What is advance planning? Why is it important?
Jeff Hall | 1:07
How do you determine if I'm on track to meet my goals?
Jay Slagle | 0:40
When should I start taking Social Security benefits?
Amanda Howerton | 0:42
How do I know when to go all in or all out of the market?
Chase Kerby | 0:56
How do you determine how to invest my money?
Skee Orr | 1:00
What makes Rather & Kittrell different?
Chris Kittrell | 0:56
Is it a good time to start investing?
Hannah Whatley | 0:49
How Much Risk Should I Take in my Portfolio?
Lytle Rather | 0:48
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