Ep. 9 - Estate Planning In Retirement - Real World Retirement

Video Description

We’re diving into a topic that too many people avoid until it’s too late: Estate Planning in Retirement. Foguth Financial advisors Alex Pushman and Caleb Marsh break down how to avoid probate at all costs, why having the right team matters, and how real families are impacted when the right plans aren’t in place. This isn’t just theory—this episode is packed with client stories, personal experiences, and actionable insight. Advisory services offered through Foguth Wealth Management, LLC (“FWM”), an SEC. registered investment advisor (SEC No. 801-128714). FWM’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov. Foguth Financial Group is a trade name used exclusively for marketing purposes, is commonly owned and operated, and is not a registered investment advisor. Insurance products are offered only by duly licensed individuals and are not offered through FWM. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.