» retirement accounts

Never Put These 5 Assets…

Never Put These 5 Assets in Your Living Trust | Repair The Roof Podcast

Learn which 5 assets should never go in your living trust to avoid taxes, probate delays, and costly estate planning mistakes. Listen to episode
When A Loved One Dies - A…

When A Loved One Dies - Audiobook | Repair The Roof Podcast

A practical guide to probate, trusts, taxes, and estate settlement after losing a loved one, helping families navigate key decisions. Listen to episode
IRA Trust The Smartest Wa…

IRA Trust The Smartest Way to Pass Retirement Savings to Your Children | Repair The Roof Podcast

Covers protecting retirement accounts, avoiding taxes and risks, and using trusts to secure heirs’ inherited IRA benefits effectively. Listen to episode
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5 Living Trust Misconceptions That Could Destroy Your Estate Plan | Repair The Roof Podcast

Ted Gudorf explains why funding a living trust matters, clears up five common myths, and stresses coordination, updates, privacy, and retirement accounts. Listen to episode
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Roth Conversions Are About to Get MUCH More Expensive | The Limitless Retirement Podcast

Resources: Gudorf Financial Group Get Your Free Retirement Assessment The Retire Ready Toolkit (free resource) Subscribe on Youtube Are you sitting on a ticking tax time bomb? Danny Gudorf issues an urgent call to action… Listen to episode
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Don't Let Beneficiary Designations Ruin Your Estate Plan | Repair The Roof Podcast

This conversation highlights why beneficiary designations can override wills, the risks of outdated forms, and practical steps to regularly review and align your estate plan with life changes. Listen to episode
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8 Must Know Year-End Tax Saving Strategies | The Limitless Retirement Podcast

As 2024 ends, retirees have a key chance to boost financial security with smart tax planning. With TCJA expiring in 2025, now may be the last time to lock in low tax rates, cut taxes, and protect retirement assets. Listen to episode