Retirement Planning Part 2: How to Build a Legacy That Lasts

Описание: Retirement isn’t just about funding your lifestyle, it’s about building a legacy. Parents, the question is: will you leave your kids just money, or also the wisdom to sustain it?

In Part 2 of my Retirement Planning series, we’ll cover:
✅ Why teaching kids financial literacy (0–25) is part of your retirement plan
✅ The danger of leaving assets without passing down knowledge
✅ 4 essential income streams for retirement:
• Social Security (baseline)
• Covering base costs (housing, taxes, insurance)
• Lifestyle goals (travel, bucket list experiences)
• Legacy income (life insurance, inheritance, protected assets)
✅ How to protect wealth in the distribution phase (50–75) and avoid market-loss setbacks
✅ The shift from accumulation (0–50) to preservation (50–75) — and how to prepare

📌 Legacy isn’t just money. It’s education, protection, and structure that ensures your family thrives across generations.

👊 Missed Part 1? Watch it on my channel.

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—
Marco Esquivel
CA DRE#02048864 | CA CDI#4234197

⚠️ Disclaimer: This video is for educational purposes only and not financial advice. Please consult with a licensed professional before making financial decisions.