Smart Retirement

Episode 18: The Wealth Triangle Part 3- Enjoying and Protecting Your Wealth

March 3rd, 2020  •  45 mins 52 secs  •  Download (84 MB)  •  Link with Timestamp

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In this episode Mike & Matt focus on the ways to “Live Well”, by accessing the Assets that they’ve worked so hard to set-up and preserve. Through Real Estate, Financial products, and just good Smart sense listeners will understand how to “tap into” their liquid assets that will aide in Enjoying & Protecting their Wealth. Additionally, Matt helps our listeners understand the changes in some of the new Laws that have taken affect in 2020, and how understanding the SECURE Act of 2020 will set your Family up for success as they receive your Legacy.

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