In Episode 169, Fred Saide discusses the critical importance of Estate planning for retirees, emphasizing the need for a comprehensive plan to ensure assets are distributed efficiently and according to one’s wishes. He highlights the common pitfalls of probate and the necessity of tax-efficient strategies for wealth transfer. Additionally, Fred addresses the significance of long-term care planning and how it can impact Legacy assets, urging listeners to take action now to protect their financial future.
Reach Fred at 800-593-8188.
Money Matters USA
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Dr. Saide is a frequent speaker and published newspaper columnist on subjects including Social Security, IRA, 401k’s, retirement plans, strategic (income) tax planning, estate planning with retirement assets. He is a successful podcaster MoneyMattersUSA® with Fred Saide and previously hosted a weekly radio program. His expertise has been well sought after, as he has been published in USA Today and Gannett Media. He has authored several e-books and “white apers” on financial and retirement topics. Additionally, he has been interviewed by many financial publications, TV and cable, and has ghost written for multiple financial websites.
After graduating from Duke University, where Dr. Saide earned his Ph.D., MA, MBA, and his BA from Adelphi University, he went on to earn certificates for studies at Purdue University, The American College of Financial Services, MIT Age Labs, Penn_Wharton.
