Today's podcast takes a look at the importance of legacy planning and making sure that what an individual leaves behind on their death passes on to their beneficiaries in the most tax efficient way possible, and also makes sure it goes to who it is supposed to go to. Mindy and Nolan also look at things to get done financially before the end of 2023.
The Wealth Michigan Podcast is the podcast version of the weekly radio show featuring the husband and wife team of financial professional Mindy McIntosh and financial advisor Nolan McIntosh of McIntosh and Associates, based in Freeland, Michigan. Along with host Mark Elliott, they discuss topics based around financial planning for retirement and the necessary areas for putting together a plan based on the needs of the individuals or couples they serve.
Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor.
