The Retirement Fix: Less Stress, More Success
The Retirement Fix is a monthly podcast for people seeking answers and security in retirement by CERTIFIED FINANCIAL PLANNER™ John Gigliello of the Albany Financial Group, based in Albany, NY. Throughout his 30+ years of experience in taxation, finance and academia, John takes an educational approach to address the most pressing pain-points experienced by his clients and others such as proactive tax management, retirement living & income planning, social security timing, investment management, asset protection and more.
Securities are offered through LPL Financial, member SIPC (www.SIPC.org). Investment advice is offered through Private Advisor Group, a registered investment advisor. Private Advisor Group ad Albany Financial Group are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly. The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful. This is a hypothetical example and is not representative of any specific situation. Your results will vary. The hypothetical rates of return used do not reflect the deduction of fees and charges inherent to investing.
The Retirement Fix: Less Stress, More Success
Legacy Planning: Control the narrative of your life
What we’ve found over the years is that when people go through the generational planning process, they experience two things: The first is great relief that it is done. The second is new excitement and renewed energy to focus on the non-financial aspects of generational planning.
This is the reflective part. It’s not legal and it’s not business. It’s the part where we get to look back on our personal journey and share the stories that we carry in our hearts. This is our gift to the next generation. They may be words or stories, pictures or actions. They may provide hope. They may provide healing.
But just as important are the things we say and do that bring US meaning because we realize that WE are the carriers of wisdom for our family. And from generation to generation, each of us is a link in the chain that binds our families together. And that link is the mark we leave—our legacy.
One of the reasons people don’t get around to estate planning is that the task seems too overwhelming and they don’t know where to start.
My name is John Gigliello, and I am a CERTIFIED FINANCIAL PLANNER™ with the Albany Financial Group. You are listening to Invest in Knowledge, a podcast about all things financial.
As a financial planner, I aim to educate my clients, and listeners of this podcast, so that you can take control of your financial future.
You may be wondering, "Why is a financial professional talking about legacy planning for the generations?" Well, I do this as a service to my clients and my community because I've seen some difficult, unhappy situations when families don’t think about these issues. When no legacy planning is done, we see a range of unhappy outcomes that often impact multiple generations.
In this episode, I break legacy planning down into Six Parts that will help you to control the narrative of your life.