Planning for what happens to your finances when you’re gone can be a tough but necessary conversation. On this episode of Decoding Retirement, Robert “Bob” Powell speaks with Jeffrey Levine, chief planning officer of Focus Partners Wealth, about balancing a happy retirement with a sizable nest egg for your family to inherit. Jeffrey discusses how to maximize tax efficiency, how aggressive your portfolio should be, and how to ensure your expenses don’t exceed your income.
Yahoo Finance’s Decoding Retirement is hosted by Robert Powell.
Find more episodes of Decoding Retirement at https://finance.yahoo.com/videos/series/decoding-retirement.
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