#3 Freedom 1st Retirement Podcast: Estate Planning in Retirement
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#3 Freedom 1st Retirement Podcast: Estate Planning in Retirement
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Welcome to the 3rd episode of the Freedom 1st Retirement Podcast where we are joined by Kyle Appelbaum, licensed financial advisor. Kyle and Darrin discuss some important concepts around estate planning. We answer the age old question, "Should we get a will or a trust?" We also discuss some important tax consequences of each kind of estate planning tool. Darrin and Kyle also dive into the markets and discuss what we can expect heading into the 4th quarter of 2022. Will the Fed continue to tighten as the stock markets and bond markets sell off? Are we headed for a recession? Stay tuned to get Darrin and Kyle's take on this wild market ride of 2022.
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