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Passing Wealth to the Next Generation
May 30, 2024
00:00
25:00
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At the heart level, retirees want to know they are stewarding their hard-earned financial resources to the best of their ability. But, how do retirees begin the process of passing down their wealth to the next generation? In this podcast, Ben Taatjes will begin to lay-out the exact questions you need to answer to steward your financial resources in the most honorable and impactful way.
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Meet Your Host
Ben has been in the financial services industry for nearly two decades. He has worked alongside thousands of families and individuals while owning and operating Taatjes Financial Group, a retirement planning firm in west-central Minnesota. While Ben loves to work with retirees, his passion extends far beyond the numbers. This passion led to the publishing of his first book, Repurposed: The Untold Story of Retirement in America in 2017 as well as co-founding Retire Repurposed in 2019.
