5 Wealth Leaks: How to Plug Them
Update: 2025-12-27
Description
Financial expert Carolyn McClanahan reveals five common wealth-draining mistakes: scattered investments, forgotten retirement accounts, tax inefficiency, neglected estate plans, and improper asset titling. She warns of costly consequences like high fees, poor choices, and tax surprises. The solution? A solid financial plan, account consolidation, tax-smart funds, updated wills, annual beneficiary reviews, and trust-based asset titling. Regular checkups prevent these pitfalls, ensuring your money works for you.
The Daily News Now! — Every city. Every story. AI-powered.
Hosted on Acast. See acast.com/privacy for more information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
