Building a Lasting Legacy: Retirement, Taxes, and Family Wealth

How can you turn a lifetime of saving into a retirement that supports your goals, protects your family, and creates a lasting legacy?

Mike Bascom welcomes Rebecca Irey, founder and CEO of Blue Skye Financial, to discuss why financial independence requires more than building a nest egg. Rebecca shares her approach to planning for retirement income, managing taxes, navigating Social Security and Medicare, and preparing for the financial changes that follow the loss of a spouse. Together, they explore how personalized planning and a coordinated team of advisors can help families and business owners make informed decisions about their future.

Key Takeaways:

Financial independence means having the freedom and resources to make choices that reflect your personal goals.Proactive tax planning helps you understand how today’s financial decisions can affect your retirement income.Social Security decisions should account for both spouses and the financial needs of the surviving partner.Business owners should make saving for their own future part of their business planning.Your financial advisor, estate planning attorney, and tax professionals should work together to support your family’s goals.

Connect with Rebecca Irey:

https://www.linkedin.com/in/blueskyebusiness/

https://blueskyefinancial.com/

Connect with Mike Bascom:

https://bascomlaw.com/

https://www.linkedin.com/in/mikebascom/