» Estate Planning

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Rejected POA? Steps to Take When Your Bank Won't Cooperate | Repair The Roof Podcast

Discover essential tips for retirees on navigating power of attorney challenges with financial institutions. Learn proactive solutions to protect your assets and ensure peace of mind in retirement.

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Navigating Blended Families: How to Protect Your Children's Inheritance | Repair The Roof Podcast

In this comprehensive guide, we'll explore a powerful estate planning strategy that could be the game-changer your family needs. We'll dive deep into the world of trusts and how they can provide peace of mind for blend…

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Florida Community Property Trust For Ohio Resident and The Upcoming Estate Tax Cliff with Craig R. Hersch | Repair the Roof Podcast

As retirees, you've worked hard to build your nest egg and secure your financial future. Now, it's time to ensure that your hard-earned assets are protected and passed on to your loved ones in the most tax-efficient ma…

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How Much Do I Need to Retire? 5 Numbers to Help You Decide

Discover the 5 essential numbers you need to know for a confident retirement. Learn how to calculate your retirement readiness and take control of your financial future.

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7 Simple Tips to Increase Retirement Income Without Extra Work or Saving More

Discover 7 powerful strategies to boost your retirement income by 15% or more, without extra savings or work. Learn how to maximize Social Security, optimize withdrawals, and more!

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Should You Be Your Own Registered Agent? (Repair The Roof Podcast)

Discover why being your own registered agent might risk your retirement peace. Learn the benefits of professional services for retirees managing businesses.

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Why You Shouldn’t Use the 4% Rule In Retirement (And a Better Strategy)

Discover why the 4% retirement rule may be holding you back and learn about a dynamic income strategy that could help you retire sooner and enjoy more income in retirement.

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How to Pay ZERO TAXES on Social Security | 6 Simple Strategies

Learn essential strategies to minimize taxes on your Social Security benefits. Discover how careful planning can lead to a more financially secure retirement.

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Should You Consider Roth Conversions If Over 70?

Discover if a Roth conversion is right for you in your 70s. Learn about the benefits, drawbacks, and strategies to make an informed decision for your retirement.

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Top 10 Most Common Required Minimum Distribution Mistakes

Discover the top 10 most common Required Minimum Distribution (RMD) mistakes retirees make and learn how to avoid them. Maximize your retirement savings and minimize taxes with our expert tips and strategies.

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