Part 2 - Protect Your Legacy: Taxes & Legacy Planning

In Part 2, we’ll go beyond the basics and explore advanced strategies for tax-efficient wealth transfer. We’ll also discuss how asset allocation may need to change in retirement and how thoughtful planning can help you preserve and transfer more of your wealth to the next generation. If you haven’t watched Part 1, be sure to start there to understand the basics of inheritance taxes and the potential tax burdens retirement accounts can create for heirs. Watch it here now: https://youtu.be/dA0fgbP_FYo Financially Speaking – Episode S9 E7 - Part 2 📞 Ready to build a stronger financial future? Schedule a complimentary consultation: https://bit.ly/4y1s6z1 or call 715-355-4445 ⚠️ Get your free Retirement Risk Score: https://bit.ly/44CoPc7 📘 Learn more about retirement planning, investing, tax planning, and financial strategies: https://bit.ly/4v7JjEo 🎧 Listen to Financially Speaking on your favorite podcast platform: https://pod.link/1472421034 ▶️ Subscribe for more content on financial planning, retirement planning, investing, taxes, and personal finance: youtube.com/channel/UCd1FZafSPaqDyiWZCYS9ySg/ ⭐Connect with us: Facebook: https://www.facebook.com/RetireWithBuska LinkedIn: https://www.linkedin.com/company/retirewithbuska/ Instagram: https://www.instagram.com/retirewithbuska #financialplanning #personalfinance #investing #taxplanning #retirementplanning #financialwellness #moneymanagement #wealthbuilding #financialfreedom #retirement Disclaimer: Since we do not know your specific situation, none of this information should be considered tax, legal, insurance, or financial advice. The information discussed is for educational purposes only and may not apply to your individual circumstances. If you need personalized advice, please consult with a qualified professional. The information in this video is also accurate as of 04/29/2026. Please verify details, as they may have changed since the recording date. Buska Retirement Solutions helps individuals an

Added 22 Aug 2026