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Retirement Happiness: Wealth Transfer Plans
March 24, 2023
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On this episode, we continue our series on retirement happiness. Society tells us that retirement is the time when we can truly live and be happy. But, does retirement make good on that promise? Furthermore, what makes us happy in the first place? Today we cover wealth transfer plans. Unlike wills, wealth transfer plans distribute wealth to heirs or charities while the giver is still living. This allows retirees to not only see the fruits of their labor, but help prepare the next steward. In this podcast, Ben explains how wealth transfer plans can be a way to break the bondage of a "Money Disorder" and unlock the keys to truly leaving a legacy.
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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.
